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SVA Wealth Management’s Mondelez International MDLZ Stock Holding History

SVA Wealth Management’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
Q4 		$929K Buy
15,890
+2,005
+14% +$115K 0.08% 130
2020
Q3 		$798K Sell
13,885
-1,429
-9% -$79.6K 0.08% 127
2020
Q2 		$783K Sell
15,314
-52
-0.3% -$2.67K 0.08% 124
2020
Q1 		$770K Sell
15,366
-1,150
-7% -$62.3K 0.09% 122
2019
Q4 		$910K Sell
16,516
-1,724
-9% -$92.2K 0.08% 125
2019
Q3 		$1.01M Buy
18,240
+610
+3% +$33.4K 0.1% 121
2019
Q2 		$950K Sell
17,630
-495
-3% -$25.7K 0.09% 124
2019
Q1 		$905K Sell
18,125
-512
-3% -$23.5K 0.09% 128
2018
Q4 		$746K Sell
18,637
-4,778
-20% -$204K 0.08% 129
2018
Q3 		$1.01M Sell
23,415
-38,278
-62% -$1.63M 0.1% 122
2018
Q2 		$2.53M Buy
61,693
+6,013
+11% +$242K 0.27% 78
2018
Q1 		$2.26M Sell
55,680
-9,017
-14% -$392K 0.28% 83
2017
Q4 		$2.77M Buy
64,697
+9,017
+16% +$379K 0.32% 78
2017
Q3 		$2.26M Sell
55,680
-1,226
-2% -$52.1K 0.28% 83
2017
Q2 		$2.46M Buy
56,906
+1,099
+2% +$49.6K 0.32% 79
2017
Q1 		$2.4M Sell
55,807
-2,652
-5% -$118K 0.33% 79
2016
Q4 		$2.59M Buy
58,459
+3,494
+6% +$151K 0.39% 72
2016
Q3 		$2.41M Buy
54,965
+1,549
+3% +$68K 0.38% 76
2016
Q2 		$2.43M Sell
53,416
-1,079
-2% -$47K 0.39% 74
2016
Q1 		$2.19M Buy
54,495
+178
+0.3% +$7.25K 0.36% 74
2015
Q4 		$2.44M Sell
54,317
-563
-1% -$25.2K 0.42% 74
2015
Q3 		$2.3M Buy
54,880
+2,458
+5% +$106K 0.43% 74
2015
Q2 		$2.16M Buy
52,422
+2,647
+5% +$104K 0.4% 73
2015
Q1 		$1.8M Buy
49,775
+35,741
+255% +$1.29M 0.33% 87
2014
Q4 		$510K Buy
14,034
+381
+3% +$13.9K 0.19% 114
2014
Q3 		$468K Sell
13,653
-369
-3% -$13.4K 0.2% 103
2014
Q2 		$527K Sell
14,022
-997
-7% -$36.4K 0.23% 98
2014
Q1 		$519K Buy
15,019
+207
+1% +$7.08K 0.25% 95
2013
Q4 		$523K Buy
+14,812
New +$492K 0.31% 78

Other funds holding MDLZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SVA Wealth Management's MDLZ Position: Q4 2020 in Review

SVA Wealth Management increased its Mondelez International (MDLZ) stake by 14% in Q4 2020, buying an estimated $115K and bringing the position to 15,890 shares worth $929K. The position accounts for 0.08% of the portfolio, ranked #130.

SVA Wealth Management first reported a position in MDLZ in Q4 2013 and has held it in 29 quarters since. The position peaked at $2.77M in Q4 2017. 1,669 funds tracked by Wall St. Rank hold MDLZ as of Q4 2020.

  • SVA Wealth Management held 15,890 shares of Mondelez International worth $929K as of Q4 2020.
  • SVA Wealth Management bought 2,005 Mondelez International shares in Q4 2020, an estimated $115K.
  • Mondelez International made up 0.08% of SVA Wealth Management's portfolio in Q4 2020, its #130 holding.
  • SVA Wealth Management first reported a position in Mondelez International in Q4 2013 and has held it in 29 quarters since.
  • SVA Wealth Management's Mondelez International position peaked at $2.77M in Q4 2017.
  • 1,669 funds tracked by Wall St. Rank held Mondelez International as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.