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Winslow Evans & Crocker’s Mondelez International MDLZ Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$646K Buy
23,035
+1,525
+7% +$87.2K 0.12% 176
2020
Q3 		$1.24M Sell
21,510
-946
-4% -$52.7K 0.31% 70
2020
Q2 		$1.15M Buy
22,456
+212
+1% +$10.9K 0.31% 68
2020
Q1 		$1.12M Sell
22,244
-616
-3% -$33.4K 0.37% 66
2019
Q4 		$1.26M Buy
22,860
+132
+0.6% +$7.06K 0.32% 70
2019
Q3 		$1.26M Buy
22,728
+1,962
+9% +$107K 0.35% 66
2019
Q2 		$1.12M Buy
20,766
+3,518
+20% +$183K 0.31% 73
2019
Q1 		$864K Buy
17,248
+1,520
+10% +$69.7K 0.25% 91
2018
Q4 		$632K Buy
15,728
+10,630
+209% +$453K 0.21% 107
2018
Q3 		$222K Hold
5,098
– – 0.07% 251
2018
Q2 		$212K Sell
5,098
-156
-3% -$6.27K 0.07% 243
2018
Q1 		$219K Hold
5,254
– – 0.07% 233
2017
Q4 		$225K Hold
5,254
– – 0.07% 241
2017
Q3 		$214K Sell
5,254
-443
-8% -$18.8K 0.07% 241
2017
Q2 		$246K Sell
5,697
-1
-0% -$45 0.07% 284
2017
Q1 		$245K Sell
5,698
-150
-3% -$6.65K 0.08% 267
2016
Q4 		$259K Sell
5,848
-250
-4% -$10.8K 0.08% 250
2016
Q3 		$268K Sell
6,098
-416
-6% -$18.3K 0.08% 256
2016
Q2 		$296K Buy
6,514
+2
+0% +$87 0.09% 220
2016
Q1 		$261K Buy
6,512
+1,198
+23% +$48.8K 0.08% 226
2015
Q4 		$238K Hold
5,314
– – 0.07% 267
2015
Q3 		$222K Sell
5,314
-126
-2% -$5.43K 0.07% 257
2015
Q2 		$224K Buy
5,440
+514
+10% +$20.2K 0.06% 289
2015
Q1 		$178K Sell
4,926
-372
-7% -$13.4K 0.05% 317
2014
Q4 		$192K Sell
5,298
-1,890
-26% -$68.8K 0.05% 290
2014
Q3 		$246K Sell
7,188
-19
-0.3% -$692 0.07% 276
2014
Q2 		$271K Sell
7,207
-280
-4% -$10.2K 0.09% 224
2014
Q1 		$259K Sell
7,487
-124
-2% -$4.24K 0.09% 233
2013
Q4 		$269K Buy
+7,611
New +$253K 0.09% 231

Other funds holding MDLZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Winslow Evans & Crocker's MDLZ Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Mondelez International (MDLZ) stake by 7.1% in Q4 2020, buying an estimated $87.2K and bringing the position to 23,035 shares worth $646K. The position accounts for 0.12% of the portfolio, ranked #176.

Winslow Evans & Crocker first reported a position in MDLZ in Q4 2013 and has held it in 29 quarters since. The position peaked at $1.26M in Q4 2019. 1,669 funds tracked by Wall St. Rank hold MDLZ as of Q4 2020.

  • Winslow Evans & Crocker held 23,035 shares of Mondelez International worth $646K as of Q4 2020.
  • Winslow Evans & Crocker bought 1,525 Mondelez International shares in Q4 2020, an estimated $87.2K.
  • Mondelez International made up 0.12% of Winslow Evans & Crocker's portfolio in Q4 2020, its #176 holding.
  • Winslow Evans & Crocker first reported a position in Mondelez International in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's Mondelez International position peaked at $1.26M in Q4 2019.
  • 1,669 funds tracked by Wall St. Rank held Mondelez International as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.