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tru Independence’s Mondelez International MDLZ Stock Holding History

tru Independence’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
Q1 		– Sell
-1,971
Closed -$115 – 536
2020
Q4 		$115 Buy
1,971
+461
+31% +$26.3K ﹤0.01% 448
2020
Q3 		$87K Sell
1,510
-724
-32% -$40.3K 0.02% 189
2020
Q2 		$114K Sell
2,234
-665
-23% -$34.2K 0.02% 294
2020
Q1 		$145K Hold
2,899
– – 0.02% 218
2019
Q4 		$145K Buy
+2,899
New +$155K 0.02% 271

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

tru Independence's MDLZ Position: Q1 2021 in Review

tru Independence sold out of Mondelez International (MDLZ) in Q1 2021, closing a stake of 1,971 shares — an estimated $115 sold.

tru Independence first reported a position in MDLZ in Q4 2019 and held it in 5 quarters. The position peaked at $145K in Q1 2020. 1,642 funds tracked by Wall St. Rank hold MDLZ as of Q1 2021.

  • tru Independence reported no remaining Mondelez International position as of Q1 2021 after selling out during the quarter.
  • tru Independence sold 1,971 Mondelez International shares in Q1 2021, an estimated $115.
  • tru Independence first reported a position in Mondelez International in Q4 2019 and held it in 5 quarters.
  • tru Independence's Mondelez International position peaked at $145K in Q1 2020.
  • 1,642 funds tracked by Wall St. Rank held Mondelez International as of Q1 2021.

Based on tru Independence's 13F filing for Q1 2021, filed 20 May 2021.