Grantham, Mayo, Van Otterloo & Co (GMO)’s Mellanox Technologies, Ltd. MLNX Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’s Portfolio MLNX Stock Details MLNX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-439,478	Closed	-$53.3M	–	864
2020 Q1	$53.3M	Buy	439,478 +282,778	+180%	+$33.3M	0.44%	51
2019 Q4	$18.4M	Sell	156,700 -223,800	-59%	-$25.4M	0.12%	125
2019 Q3	$41.7M	Buy	380,500 +218,709	+135%	+$24.1M	0.29%	59
2019 Q2	$17.9M	Buy	+161,791	New	+$18.6M	0.13%	123
2013 Q4	–	Sell	-6,384	Closed	-$242K	–	705
2013 Q3	$242K	Buy	+6,384	New	+$273K	﹤0.01%	636

Other funds holding MLNX

GLAM

Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return

MWNA

Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

Public Employees Retirement Association of Colorado Denver, Colorado $25.5B AUM 28.85% 1-Year Est. Return

Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return

Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return

Intrust Bank Wichita, Kansas $1.23B AUM 26.34% 1-Year Est. Return

CMBA

C.M. Bidwell & Associates Honolulu, Hawaii $214M AUM 18.82% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)'s MLNX Position: Q2 2020 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) sold out of Mellanox Technologies, Ltd. (MLNX) in Q2 2020, closing a stake of 439,478 shares — an estimated $53.3M sold.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in MLNX in Q3 2013 and held it in 5 quarters. The position peaked at $53.3M in Q1 2020. 22 funds tracked by Wall St. Rank hold MLNX as of Q2 2020.

Grantham, Mayo, Van Otterloo & Co (GMO) reported no remaining Mellanox Technologies, Ltd. position as of Q2 2020 after selling out during the quarter.
Grantham, Mayo, Van Otterloo & Co (GMO) sold 439,478 Mellanox Technologies, Ltd. shares in Q2 2020, an estimated $53.3M.
Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Mellanox Technologies, Ltd. in Q3 2013 and held it in 5 quarters.
Grantham, Mayo, Van Otterloo & Co (GMO)'s Mellanox Technologies, Ltd. position peaked at $53.3M in Q1 2020.
22 funds tracked by Wall St. Rank held Mellanox Technologies, Ltd. as of Q2 2020.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q2 2020, filed 13 Aug 2020.