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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 		$1.19K 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

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $3.14B AUM 8.53% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return