Joho Capital’s Mead Johnson Nutrition Company MJN Stock Holding History

Joho Capital’s Portfolio MJN Stock Details MJN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-647,300	Closed	-$45.6M	–	15
2015 Q3	$45.6M	Sell	647,300 -125,000	-16%	-$10.3M	13.05%	4
2015 Q2	$69.7M	Buy	772,300 +319,800	+71%	+$30.8M	16.24%	2
2015 Q1	$45.5M	Buy	452,500 +12,600	+3%	+$1.27M	10.4%	5
2014 Q4	$44.2M	Sell	439,900 -20,000	-4%	-$1.99M	8.48%	4
2014 Q3	$44.3M	Hold	459,900	–	–	7.5%	4
2014 Q2	$42.8M	Buy	459,900 +8,630	+2%	+$755K	6.54%	9
2014 Q1	$37.5M	Sell	451,270 -1,300,630	-74%	-$105M	5.99%	9
2013 Q4	$147M	Buy	1,751,900 +380,000	+28%	+$30.9M	10.04%	3
2013 Q3	$102M	Sell	1,371,900 -395,000	-22%	-$29.6M	7.65%	5
2013 Q2	$140M	Buy	+1,766,900	New	+$142M	12%	3

Other funds holding MJN

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Joho Capital's MJN Position: Q4 2015 in Review

Joho Capital sold out of Mead Johnson Nutrition Company (MJN) in Q4 2015, closing a stake of 647,300 shares — an estimated $45.6M sold.

Joho Capital first reported a position in MJN in Q2 2013 and held it in 10 quarters. The position peaked at $147M in Q4 2013. 549 funds tracked by Wall St. Rank hold MJN as of Q4 2015.

Joho Capital reported no remaining Mead Johnson Nutrition Company position as of Q4 2015 after selling out during the quarter.
Joho Capital sold 647,300 Mead Johnson Nutrition Company shares in Q4 2015, an estimated $45.6M.
Joho Capital first reported a position in Mead Johnson Nutrition Company in Q2 2013 and held it in 10 quarters.
Joho Capital's Mead Johnson Nutrition Company position peaked at $147M in Q4 2013.
549 funds tracked by Wall St. Rank held Mead Johnson Nutrition Company as of Q4 2015.

Based on Joho Capital's 13F filing for Q4 2015, filed 12 Feb 2016.