Torch Wealth Management’s Mondelez International MDLZ Stock Holding History

Torch 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
2019 Q4	$246K	Sell	4,479 -300	-6%	-$16K	0.14%	101
2019 Q3	$264K	Buy	4,779 +20	+0.4%	+$1.09K	0.16%	91
2019 Q2	$257K	Hold	4,759	–	–	0.15%	95
2019 Q1	$238K	Sell	4,759 -286	-6%	-$13.1K	0.15%	95
2018 Q4	$202K	Buy	+5,045	New	+$215K	0.14%	93
2018 Q1	–	Sell	-6,070	Closed	-$260K	–	102
2017 Q4	$260K	Buy	+6,070	New	+$255K	0.16%	97
2017 Q3	–	Sell	-4,840	Closed	-$209K	–	96
2017 Q2	$209K	Hold	4,840	–	–	0.14%	93
2017 Q1	$209K	Hold	4,840	–	–	0.14%	95
2016 Q4	$215K	Hold	4,840	–	–	0.15%	91
2016 Q3	$212K	Hold	4,840	–	–	0.15%	91
2016 Q2	$220K	Buy	+4,840	New	+$211K	0.16%	95
2016 Q1	–	Sell	-4,840	Closed	-$217K	–	101
2015 Q4	$217K	Sell	4,840 -20	-0.4%	-$895	0.16%	94
2015 Q3	$203K	Sell	4,860 -310	-6%	-$13.4K	0.16%	94
2015 Q2	$213K	Buy	+5,170	New	+$203K	0.15%	97
2014 Q3	–	Sell	-1,100	Closed	-$41K	–	185
2014 Q2	$41K	Sell	1,100 -35,325	-97%	-$1.29M	0.03%	172
2014 Q1	$1.26M	Buy	36,425 +2,150	+6%	+$73.5K	0.91%	39
2013 Q4	$1.21M	Buy	+34,275	New	+$1.14M	0.92%	38

Other funds holding MDLZ

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Torch Wealth Management's MDLZ Position: Q4 2019 in Review

Torch Wealth Management reduced its Mondelez International (MDLZ) stake by 6.3% in Q4 2019, selling an estimated $16K and leaving 4,479 shares worth $246K. The position accounts for 0.14% of the portfolio, ranked #101.

Torch Wealth Management first reported a position in MDLZ in Q4 2013 and has held it in 17 quarters since. The position peaked at $1.26M in Q1 2014. 1,579 funds tracked by Wall St. Rank hold MDLZ as of Q4 2019.

Torch Wealth Management held 4,479 shares of Mondelez International worth $246K as of Q4 2019.
Torch Wealth Management sold 300 Mondelez International shares in Q4 2019, an estimated $16K.
Mondelez International made up 0.14% of Torch Wealth Management's portfolio in Q4 2019, its #101 holding.
Torch Wealth Management first reported a position in Mondelez International in Q4 2013 and has held it in 17 quarters since.
Torch Wealth Management's Mondelez International position peaked at $1.26M in Q1 2014.
1,579 funds tracked by Wall St. Rank held Mondelez International as of Q4 2019.

Based on Torch Wealth Management's 13F filing for Q4 2019, filed 25 Feb 2020.