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Sun Life Financial’s Mondelez International MDLZ Stock Holding History

Sun Life Financial’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
2021
Q2 		– Sell
-848
Closed -$50K – 331
2021
Q1 		$50K Buy
848
+2
+0.2% +$113 ﹤0.01% 178
2020
Q4 		$49K Sell
846
-13
-2% -$743 0.01% 167
2020
Q3 		$49K Buy
859
+2
+0.2% +$111 0.01% 161
2020
Q2 		$44K Buy
857
+3
+0.4% +$154 0.01% 154
2020
Q1 		$43K Buy
854
+14
+2% +$758 0.01% 139
2019
Q4 		$46K Sell
840
-336
-29% -$18K 0.01% 149
2019
Q3 		$65K Buy
1,176
+8
+0.7% +$438 0.02% 271
2019
Q2 		$63K Sell
1,168
-1,296
-53% -$67.3K 0.02% 274
2019
Q1 		$123K Sell
2,464
-1,577
-39% -$72.4K 0.03% 249
2018
Q4 		$162K Buy
4,041
+7
+0.2% +$298 0.03% 227
2018
Q3 		$173K Buy
4,034
+37
+0.9% +$1.58K 0.03% 255
2018
Q2 		$164K Buy
3,997
+3,714
+1,312% +$149K 0.02% 257
2018
Q1 		$6.79K Sell
283
-2,991
-91% -$130K 0.06% 120
2017
Q4 		$140K Sell
3,274
-7,792
-70% -$327K 0.01% 170
2017
Q3 		$450K Buy
11,066
+13
+0.1% +$552 0.04% 150
2017
Q2 		$477K Buy
11,053
+11,018
+31,480% +$497K 0.05% 127
2017
Q1 		$824 Buy
+35
New +$1.55K ﹤0.01% 141

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 $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sun Life Financial's MDLZ Position: Q2 2021 in Review

Sun Life Financial sold out of Mondelez International (MDLZ) in Q2 2021, closing a stake of 848 shares — an estimated $50K sold.

Sun Life Financial first reported a position in MDLZ in Q1 2017 and held it in 17 quarters. The position peaked at $477K in Q2 2017. 1,670 funds tracked by Wall St. Rank hold MDLZ as of Q2 2021.

  • Sun Life Financial reported no remaining Mondelez International position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 848 Mondelez International shares in Q2 2021, an estimated $50K.
  • Sun Life Financial first reported a position in Mondelez International in Q1 2017 and held it in 17 quarters.
  • Sun Life Financial's Mondelez International position peaked at $477K in Q2 2017.
  • 1,670 funds tracked by Wall St. Rank held Mondelez International as of Q2 2021.

Based on Sun Life Financial's 13F filing for Q2 2021, filed 10 Aug 2021.