WIL
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Winifred I. Li’s Mondelez International MDLZ Stock Holding History

Winifred I. Li’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
2014
Q4 		$77K Sell
2,123
-165
-7% -$6.01K 0.07% 220
2014
Q3 		$78K Sell
2,288
-67
-3% -$2.44K 0.07% 218
2014
Q2 		$89K Sell
2,355
-21
-0.9% -$768 0.08% 220
2014
Q1 		$82K Buy
2,376
+41
+2% +$1.4K 0.07% 223
2013
Q4 		$82K Buy
2,335
+92
+4% +$3.06K 0.07% 219
2013
Q3 		$70K Buy
2,243
+598
+36% +$18.5K 0.06% 229
2013
Q2 		$47K Buy
+1,645
New +$50K 0.04% 280

Other funds holding MDLZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Winifred I. Li's MDLZ Position: Q4 2014 in Review

Winifred I. Li reduced its Mondelez International (MDLZ) stake by 7.2% in Q4 2014, selling an estimated $6.01K and leaving 2,123 shares worth $77K. The position accounts for 0.07% of the portfolio, ranked #220.

Winifred I. Li first reported a position in MDLZ in Q2 2013 and has held it in 7 quarters since. The position peaked at $89K in Q2 2014. 1,146 funds tracked by Wall St. Rank hold MDLZ as of Q4 2014.

  • Winifred I. Li held 2,123 shares of Mondelez International worth $77K as of Q4 2014.
  • Winifred I. Li sold 165 Mondelez International shares in Q4 2014, an estimated $6.01K.
  • Mondelez International made up 0.07% of Winifred I. Li's portfolio in Q4 2014, its #220 holding.
  • Winifred I. Li first reported a position in Mondelez International in Q2 2013 and has held it in 7 quarters since.
  • Winifred I. Li's Mondelez International position peaked at $89K in Q2 2014.
  • 1,146 funds tracked by Wall St. Rank held Mondelez International as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.