WCA
MDLZ icon

Westover Capital Advisors’s Mondelez International MDLZ Stock Holding History

Westover Capital Advisors’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
Q2 		– Sell
-62,309
Closed -$2.6M – 105
2018
Q1 		$2.6M Sell
62,309
-432
-0.7% -$18.8K 1.42% 27
2017
Q4 		$2.69M Buy
62,741
+12,129
+24% +$509K 1.47% 21
2017
Q3 		$2.06M Buy
50,612
+15,004
+42% +$637K 1.21% 29
2017
Q2 		$1.54M Buy
35,608
+3,967
+13% +$179K 1.01% 34
2017
Q1 		$1.36M Sell
31,641
-1,335
-4% -$59.2K 0.91% 39
2016
Q4 		$1.46M Buy
32,976
+1,813
+6% +$78.1K 1.05% 35
2016
Q3 		$1.37M Buy
31,163
+15,923
+104% +$699K 1.02% 36
2016
Q2 		$694K Sell
15,240
-56
-0.4% -$2.44K 0.57% 53
2016
Q1 		$614K Buy
+15,296
New +$623K 0.52% 54

Other funds holding MDLZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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