Fox Point Capital Management’s Mercado Libre MELI Stock Holding History

Fox Point Capital 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
2017 Q4	$3.93M	Buy	+12,500	New	+$3.38M	20.51%	2
2017 Q3	–	Sell	-3,750	Closed	-$941K	–	18
2017 Q2	$941K	Sell	3,750 -6,250	-63%	-$1.61M	2.44%	14
2017 Q1	$2.12M	Hold	10,000	–	–	5.97%	8
2016 Q4	$1.56M	Hold	10,000	–	–	5.75%	10
2016 Q3	$1.85M	Hold	10,000	–	–	4.3%	9
2016 Q2	$1.41M	Buy	+10,000	New	+$1.3M	3.34%	13

Other funds holding MELI

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Fox Point Capital Management's MELI Position: Q4 2017 in Review

Fox Point Capital Management opened a new position in Mercado Libre (MELI) in Q4 2017: 12,500 shares worth $3.93M. The stake represents 20.51% of the portfolio and ranks #2 among its holdings. This is a return to the name: Fox Point Capital Management previously reported a position in MELI as recently as Q2 2017.

Fox Point Capital Management first reported a position in MELI in Q2 2016 and has held it in 6 quarters since. 386 funds tracked by Wall St. Rank hold MELI as of Q4 2017.

Fox Point Capital Management held 12,500 shares of Mercado Libre worth $3.93M as of Q4 2017.
Mercado Libre was a new Fox Point Capital Management position in Q4 2017.
Mercado Libre made up 20.51% of Fox Point Capital Management's portfolio in Q4 2017, its #2 holding.
Fox Point Capital Management first reported a position in Mercado Libre in Q2 2016 and has held it in 6 quarters since.
386 funds tracked by Wall St. Rank held Mercado Libre as of Q4 2017.

Based on Fox Point Capital Management's 13F filing for Q4 2017, filed 13 Feb 2018.