Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
RFS
Rockefeller Financial Services’s
Mondelez International
MDLZ
Stock Holding History
Rockefeller Financial Services’s Portfolio
MDLZ Stock Details
MDLZ Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2017
Q4
$171K
Hold
4,000
–
–
﹤0.01%
349
2017
Q3
$163K
Buy
4,000
+3,000
+300%
+$127K
﹤0.01%
351
2017
Q2
$43K
Hold
1,000
–
–
﹤0.01%
389
2017
Q1
$43K
Sell
1,000
-2,491
-71%
-$110K
﹤0.01%
407
2016
Q4
$154K
Hold
3,491
–
–
﹤0.01%
351
2016
Q3
$153K
Hold
3,491
–
–
﹤0.01%
322
2016
Q2
$159K
Hold
3,491
–
–
﹤0.01%
331
2016
Q1
$140K
Hold
3,491
–
–
﹤0.01%
344
2015
Q4
$157K
Hold
3,491
–
–
﹤0.01%
354
2015
Q3
$146K
Hold
3,491
–
–
﹤0.01%
352
2015
Q2
$143K
Hold
3,491
–
–
﹤0.01%
342
2015
Q1
$126K
Buy
+3,491
New
+$126K
﹤0.01%
358
2014
Q4
–
Sell
-1,000
Closed
-$34K
–
501
2014
Q3
$34K
Sell
1,000
-345
-26%
-$12.6K
﹤0.01%
416
2014
Q2
$51K
Buy
1,345
+345
+35%
+$12.6K
﹤0.01%
411
2014
Q1
$35K
Hold
1,000
–
–
﹤0.01%
443
2013
Q4
$35K
Hold
1,000
–
–
﹤0.01%
427
2013
Q3
$31K
Hold
1,000
–
–
﹤0.01%
436
2013
Q2
$29K
Buy
+1,000
New
+$30.4K
﹤0.01%
436
Other funds holding MDLZ
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
TFM
Trian Fund Management
New York
$3.86B AUM
26.59%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
PSCM
Pershing Square Capital Management
New York
$13.7B AUM
13.45%
1-Year Est. Return
LT
Lindsell Train
London, United Kingdom
$3.14B AUM
8.53%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close