JGP Global Gestao de Recursos’s Mercado Libre MELI Stock Holding History

JGP Global Gestao de Recursos’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	–	Sell	-14,939	Closed	-$18.9M	–	58
2023 Q3	$18.9M	Buy	14,939 +14,279	+2,163%	+$18.2M	11.98%	3
2023 Q2	$782K	Buy	+660	New	+$830K	0.55%	21
2022 Q3	–	Sell	-20,842	Closed	-$13.3M	–	62
2022 Q2	$13.3M	Buy	+20,842	New	+$18.2M	10.1%	3
2022 Q1	–	Sell	-2,934	Closed	-$3.96M	–	78
2021 Q4	$3.96M	Sell	2,934 -8,435	-74%	-$11.8M	1.84%	13
2021 Q3	$19.1M	Sell	11,369 -19,875	-64%	-$34.4M	6.93%	6
2021 Q2	$48.7M	Buy	31,244 +5,851	+23%	+$8.59M	16.18%	1
2021 Q1	$37.4M	Buy	+25,393	New	+$43.1M	23.2%	1
2020 Q4	–	Sell	-36,836	Closed	-$39.9M	–	54
2020 Q3	$39.9M	Buy	36,836 +1,677	+5%	+$1.82M	21.81%	1
2020 Q2	$34.7M	Sell	35,159 -26,876	-43%	-$20.2M	20.5%	2
2020 Q1	$30.3M	Sell	62,035 -34,059	-35%	-$21M	13.14%	2
2019 Q4	$55M	Sell	96,094 -3,726	-4%	-$2.06M	19.49%	1
2019 Q3	$55M	Buy	99,820 +62,460	+167%	+$37.9M	30.42%	1
2019 Q2	$22.9M	Buy	37,360 +7,260	+24%	+$4.04M	8.99%	2
2019 Q1	$15.3M	Buy	+30,100	New	+$12M	5.65%	7
2017 Q4	–	Sell	-35,400	Closed	-$9.17M	–	27
2017 Q3	$9.17M	Buy	+35,400	New	+$9.38M	9.41%	5

Other funds holding MELI

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

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

JGP Global Gestao de Recursos's MELI Position: Q4 2023 in Review

JGP Global Gestao de Recursos sold out of Mercado Libre (MELI) in Q4 2023, closing a stake of 14,939 shares — an estimated $18.9M sold.

JGP Global Gestao de Recursos first reported a position in MELI in Q3 2017 and held it in 15 quarters. The position peaked at $55M in Q3 2019. 1,157 funds tracked by Wall St. Rank hold MELI as of Q4 2023.

JGP Global Gestao de Recursos reported no remaining Mercado Libre position as of Q4 2023 after selling out during the quarter.
JGP Global Gestao de Recursos sold 14,939 Mercado Libre shares in Q4 2023, an estimated $18.9M.
JGP Global Gestao de Recursos first reported a position in Mercado Libre in Q3 2017 and held it in 15 quarters.
JGP Global Gestao de Recursos's Mercado Libre position peaked at $55M in Q3 2019.
1,157 funds tracked by Wall St. Rank held Mercado Libre as of Q4 2023.

Based on JGP Global Gestao de Recursos's 13F filing for Q4 2023, filed 19 Jan 2024.