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SL Advisors’s Mondelez International MDLZ Stock Holding History

SL Advisors’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 		– Sell
-5,343
Closed -$217K – 55
2017
Q3 		$217K Hold
5,343
– – 0.1% 55
2017
Q2 		$231K Hold
5,343
– – 0.12% 55
2017
Q1 		$230K Hold
5,343
– – 0.13% 54
2016
Q4 		$237K Sell
5,343
-1,306
-20% -$56.3K 0.16% 53
2016
Q3 		$291K Sell
6,649
-9,029
-58% -$396K 0.23% 57
2016
Q2 		$714K Buy
+15,678
New +$683K 0.66% 47

Other funds holding MDLZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SL Advisors's MDLZ Position: Q4 2017 in Review

SL Advisors sold out of Mondelez International (MDLZ) in Q4 2017, closing a stake of 5,343 shares — an estimated $217K sold.

SL Advisors first reported a position in MDLZ in Q2 2016 and held it in 6 quarters. The position peaked at $714K in Q2 2016. 1,344 funds tracked by Wall St. Rank hold MDLZ as of Q4 2017.

  • SL Advisors reported no remaining Mondelez International position as of Q4 2017 after selling out during the quarter.
  • SL Advisors sold 5,343 Mondelez International shares in Q4 2017, an estimated $217K.
  • SL Advisors first reported a position in Mondelez International in Q2 2016 and held it in 6 quarters.
  • SL Advisors's Mondelez International position peaked at $714K in Q2 2016.
  • 1,344 funds tracked by Wall St. Rank held Mondelez International as of Q4 2017.

Based on SL Advisors's 13F filing for Q4 2017, filed 11 Jan 2018.