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Sarbit Advisory Services’s Mondelez International MDLZ Stock Holding History

Sarbit Advisory 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
2014
Q2 		– Sell
-36,000
Closed -$1.52M – 25
2014
Q1 		$1.52M Buy
+36,000
New +$1.23M 0.13% 31

Other funds holding MDLZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Sarbit Advisory Services's MDLZ Position: Q2 2014 in Review

Sarbit Advisory Services sold out of Mondelez International (MDLZ) in Q2 2014, closing a stake of 36,000 shares — an estimated $1.52M sold.

Sarbit Advisory Services first reported a position in MDLZ in Q1 2014 and held it in 1 quarter. The position peaked at $1.52M in Q1 2014. 1,096 funds tracked by Wall St. Rank hold MDLZ as of Q2 2014.

  • Sarbit Advisory Services reported no remaining Mondelez International position as of Q2 2014 after selling out during the quarter.
  • Sarbit Advisory Services sold 36,000 Mondelez International shares in Q2 2014, an estimated $1.52M.
  • Sarbit Advisory Services first reported a position in Mondelez International in Q1 2014 and held it in 1 quarter.
  • Sarbit Advisory Services's Mondelez International position peaked at $1.52M in Q1 2014.
  • 1,096 funds tracked by Wall St. Rank held Mondelez International as of Q2 2014.

Based on Sarbit Advisory Services's 13F filing for Q2 2014, filed 12 Aug 2014.