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Steel Grove Capital Advisors’s Mondelez International MDLZ Stock Holding History

Steel Grove Capital 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
2019
Q1 		– Sell
-12,316
Closed -$494K – 211
2018
Q4 		$494K Buy
12,316
+1
+0% +$43 0.07% 197
2018
Q3 		$530K Sell
12,315
-1,223
-9% -$52.2K 0.07% 197
2018
Q2 		$558K Sell
13,538
-214
-2% -$8.6K 0.09% 180
2018
Q1 		$575K Buy
13,752
+43
+0.3% +$1.87K 0.09% 200
2017
Q4 		$590K Buy
13,709
+1
+0% +$42 0.09% 190
2017
Q3 		$559K Sell
13,708
-5,251
-28% -$223K 0.1% 158
2017
Q2 		$820K Buy
18,959
+1,464
+8% +$66K 0.15% 127
2017
Q1 		$754K Hold
17,495
– – 0.13% 133
2016
Q4 		$779K Buy
+17,495
New +$754K 0.16% 115

Other funds holding MDLZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $3.14B AUM 8.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return