Squar Milner Financial Services’s Mondelez International MDLZ Stock Holding History

Squar Milner 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
2020 Q2	–	Sell	-565	Closed	-$28K	–	500
2020 Q1	$28K	Buy	565 +500	+769%	+$27.1K	0.02%	422
2019 Q4	$3K	Buy	+65	New	+$3.48K	﹤0.01%	698
2019 Q3	–	Sell	-1,085	Closed	-$58K	–	512
2019 Q2	$58K	Sell	1,085 -341	-24%	-$17.7K	0.04%	336
2019 Q1	$71K	Hold	1,426	–	–	0.05%	287
2018 Q4	$57K	Buy	1,426 +410	+40%	+$17.5K	0.05%	276
2018 Q3	$44K	Sell	1,016 -161	-14%	-$6.87K	0.04%	317
2018 Q2	$48K	Buy	+1,177	New	+$47.3K	0.04%	335

Other funds holding MDLZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Squar Milner Financial Services's MDLZ Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Mondelez International (MDLZ) in Q2 2020, closing a stake of 565 shares — an estimated $28K sold.

Squar Milner Financial Services first reported a position in MDLZ in Q2 2018 and held it in 7 quarters. The position peaked at $71K in Q1 2019. 1,553 funds tracked by Wall St. Rank hold MDLZ as of Q2 2020.

Squar Milner Financial Services reported no remaining Mondelez International position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 565 Mondelez International shares in Q2 2020, an estimated $28K.
Squar Milner Financial Services first reported a position in Mondelez International in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's Mondelez International position peaked at $71K in Q1 2019.
1,553 funds tracked by Wall St. Rank held Mondelez International as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.