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Tirschwell & Loewy’s Mondelez International MDLZ Stock Holding History

Tirschwell & Loewy’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
-5,225
Closed -$405K – 75
2017
Q3 		$405K Sell
5,225
-9,600
-65% -$408K 0.06% 70
2017
Q2 		$1.27M Sell
14,825
-775
-5% -$34.9K 0.2% 59
2017
Q1 		$1.42M Sell
15,600
-200
-1% -$8.86K 0.23% 57
2016
Q4 		$1.38M Sell
15,800
-1,500
-9% -$64.6K 0.25% 56
2016
Q3 		$1.55M Buy
17,300
+125
+0.7% +$5.48K 0.26% 55
2016
Q2 		$1.52M Sell
17,175
-500
-3% -$21.8K 0.27% 57
2016
Q1 		$1.39M Sell
17,675
-1,505
-8% -$61.3K 0.24% 61
2015
Q4 		$1.4M Sell
19,180
-1,145
-6% -$51.2K 0.25% 59
2015
Q3 		$1.44M Hold
20,325
– – 0.27% 56
2015
Q2 		$1.73M Buy
20,325
+2,500
+14% +$98K 0.29% 52
2015
Q1 		$1.55M Hold
17,825
– – 0.26% 55
2014
Q4 		$1.12M Sell
17,825
-2,200
-11% -$80.1K 0.18% 60
2014
Q3 		$1.13M Hold
20,025
– – 0.19% 60
2014
Q2 		$1.2M Hold
20,025
– – 0.19% 57
2014
Q1 		$1.12M Buy
20,025
+175
+0.9% +$5.98K 0.19% 60
2013
Q4 		$1.07M Buy
19,850
+530
+3% +$17.6K 0.19% 59
2013
Q3 		$1.01M Buy
19,320
+300
+2% +$9.31K 0.2% 60
2013
Q2 		$1.06M Buy
+19,020
New +$579K 0.23% 61

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

Tirschwell & Loewy's MDLZ Position: Q4 2017 in Review

Tirschwell & Loewy sold out of Mondelez International (MDLZ) in Q4 2017, closing a stake of 5,225 shares — an estimated $405K sold.

Tirschwell & Loewy first reported a position in MDLZ in Q2 2013 and held it in 18 quarters. The position peaked at $1.73M in Q2 2015. 1,344 funds tracked by Wall St. Rank hold MDLZ as of Q4 2017.

  • Tirschwell & Loewy reported no remaining Mondelez International position as of Q4 2017 after selling out during the quarter.
  • Tirschwell & Loewy sold 5,225 Mondelez International shares in Q4 2017, an estimated $405K.
  • Tirschwell & Loewy first reported a position in Mondelez International in Q2 2013 and held it in 18 quarters.
  • Tirschwell & Loewy's Mondelez International position peaked at $1.73M in Q2 2015.
  • 1,344 funds tracked by Wall St. Rank held Mondelez International as of Q4 2017.

Based on Tirschwell & Loewy's 13F filing for Q4 2017, filed 6 Feb 2018.