Truvvo Partners’s Mondelez International MDLZ Stock Holding History

Truvvo Partners’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
2018 Q1	–	Sell	-10,300	Closed	-$443K	–	107
2017 Q4	$443K	Sell	10,300 -19,500	-65%	-$819K	0.15%	103
2017 Q3	$1.22M	Hold	29,800	–	–	0.4%	57
2017 Q2	$1.29M	Hold	29,800	–	–	0.47%	50
2017 Q1	$1.29M	Buy	29,800 +3,100	+12%	+$137K	0.58%	37
2016 Q4	$1.19M	Hold	26,700	–	–	0.42%	45
2016 Q3	$1.17M	Hold	26,700	–	–	0.53%	44
2016 Q2	$1.22M	Buy	26,700 +12,700	+91%	+$553K	0.63%	40
2016 Q1	$562K	Sell	14,000 -1,400	-9%	-$57K	0.25%	81
2015 Q4	$691K	Buy	+15,400	New	+$689K	0.36%	58

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

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

Truvvo Partners's MDLZ Position: Q1 2018 in Review

Truvvo Partners sold out of Mondelez International (MDLZ) in Q1 2018, closing a stake of 10,300 shares — an estimated $443K sold.

Truvvo Partners first reported a position in MDLZ in Q4 2015 and held it in 9 quarters. The position peaked at $1.29M in Q2 2017. 1,366 funds tracked by Wall St. Rank hold MDLZ as of Q1 2018.

Truvvo Partners reported no remaining Mondelez International position as of Q1 2018 after selling out during the quarter.
Truvvo Partners sold 10,300 Mondelez International shares in Q1 2018, an estimated $443K.
Truvvo Partners first reported a position in Mondelez International in Q4 2015 and held it in 9 quarters.
Truvvo Partners's Mondelez International position peaked at $1.29M in Q2 2017.
1,366 funds tracked by Wall St. Rank held Mondelez International as of Q1 2018.

Based on Truvvo Partners's 13F filing for Q1 2018, filed 15 May 2018.