Ownership history in AXA S.A. Β· 52 quarters on record
This page tracks every 13F SEC filing in which AXA S.A. reported a position in MONDELEZ INTERNATIONAL INC COM (MDLZ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π AXA S.A. underperformed the S&P 500 by β4.3% annually on this MDLZ position. Timing score: 59% (30/51 decisions correct). Average cost basis: $40.09. Maximum drawdown during holding period: β18.3%.
β οΈ Trailed SPY by 4.3% ann. on this position.
51 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
30 of 51 add/trim decisions correct
Best entry: $19.20 (2012 Q4) Β· Worst: $66.47 (2024 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
27 adds Β· 25 trims. Bought during 11 of 21 down-price quarters. π More buys than sells across the holding period.
π AXA S.A. has been actively increasing its MDLZ allocation β a bullish signal from insiders.
Currently 0.59% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size