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Ardevora Asset Management’s Mercado Libre MELI Stock Holding History

Ardevora Asset Management’s Portfolio MELI Stock Details MELI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$10M Sell
6,369
-1,514
-19% -$2.15M 0.89% 67
2023
Q3 		$9.99M Sell
7,883
-8,125
-51% -$10.3M 0.49% 85
2023
Q2 		$19M Sell
16,008
-14,400
-47% -$18.1M 0.46% 83
2023
Q1 		$40.1M Buy
30,408
+6,917
+29% +$7.87M 0.72% 71
2022
Q4 		$19.9M Sell
23,491
-6,256
-21% -$5.57M 0.34% 118
2022
Q3 		$24.6M Buy
+29,747
New +$25.6M 0.44% 102
2022
Q1 		– Sell
-48,448
Closed -$65.3M – 139
2021
Q4 		$65.3M Buy
48,448
+48,048
+12,012% +$67.5M 0.7% 104
2021
Q3 		$672K Sell
400
-100
-20% -$173K 0.01% 126
2021
Q2 		$779K Sell
500
-33,129
-99% -$48.6M 0.01% 120
2021
Q1 		$49.5M Sell
33,629
-4,500
-12% -$7.64M 0.74% 96
2020
Q4 		$63.9M Sell
38,129
-12,200
-24% -$17.2M 0.99% 20
2020
Q3 		$54.5M Sell
50,329
-300
-0.6% -$326K 1% 25
2020
Q2 		$49.9M Sell
50,629
-27,774
-35% -$20.8M 0.98% 19
2020
Q1 		$38.3M Buy
78,403
+78,203
+39,102% +$48.2M 1.02% 48
2019
Q4 		$114K Buy
200
+100
+100% +$55.3K ﹤0.01% 90
2019
Q3 		$55K Sell
100
-69,414
-100% -$42.1M ﹤0.01% 108
2019
Q2 		$42.5M Sell
69,514
-26,900
-28% -$15M 1.04% 25
2019
Q1 		$49M Sell
96,414
-15,200
-14% -$6.06M 1.28% 1
2018
Q4 		$32.7M Buy
111,614
+9,100
+9% +$2.95M 0.98% 58
2018
Q3 		$34.9M Sell
102,514
-3,900
-4% -$1.32M 0.97% 50
2018
Q2 		$31.8M Sell
106,414
-2,456
-2% -$775K 0.89% 64
2018
Q1 		$38.8M Sell
108,870
-2,200
-2% -$804K 1.16% 24
2017
Q4 		$34.9M Sell
111,070
-52,630
-32% -$14.2M 1.05% 51
2017
Q3 		$42.4M Sell
163,700
-6,100
-4% -$1.62M 1.27% 3
2017
Q2 		$42.6M Buy
+169,800
New +$43.6M 1.34% 3

Other funds holding MELI

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Ardevora Asset Management's MELI Position: Q4 2023 in Review

Ardevora Asset Management reduced its Mercado Libre (MELI) stake by 19% in Q4 2023, selling an estimated $2.15M and leaving 6,369 shares worth $10M. The position accounts for 0.89% of the portfolio, ranked #67.

Ardevora Asset Management first reported a position in MELI in Q2 2017 and has held it in 25 quarters since. The position peaked at $65.3M in Q4 2021. 1,157 funds tracked by Wall St. Rank hold MELI as of Q4 2023.

  • Ardevora Asset Management held 6,369 shares of Mercado Libre worth $10M as of Q4 2023.
  • Ardevora Asset Management sold 1,514 Mercado Libre shares in Q4 2023, an estimated $2.15M.
  • Mercado Libre made up 0.89% of Ardevora Asset Management's portfolio in Q4 2023, its #67 holding.
  • Ardevora Asset Management first reported a position in Mercado Libre in Q2 2017 and has held it in 25 quarters since.
  • Ardevora Asset Management's Mercado Libre position peaked at $65.3M in Q4 2021.
  • 1,157 funds tracked by Wall St. Rank held Mercado Libre as of Q4 2023.

Based on Ardevora Asset Management's 13F filing for Q4 2023, filed 1 Feb 2024.