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KCS Wealth Advisory’s Mercado Libre MELI Stock Holding History

KCS Wealth Advisory’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
Q3 		$2.76M Sell
2,173
-88
-4% -$112K 1.17% 26
2023
Q2 		$2.68M Sell
2,261
-87
-4% -$109K 0.93% 33
2023
Q1 		$3.09M Sell
2,348
-59
-2% -$67.1K 1.17% 22
2022
Q4 		$2.04M Buy
2,407
+40
+2% +$35.6K 0.85% 40
2022
Q3 		$1.96M Buy
2,367
+17
+0.7% +$14.6K 0.9% 39
2022
Q2 		$1.5M Buy
2,350
+102
+5% +$88.9K 0.67% 54
2022
Q1 		$2.67M Buy
2,248
+144
+7% +$157K 1.24% 25
2021
Q4 		$2.84M Buy
2,104
+25
+1% +$35.1K 1.14% 22
2021
Q3 		$3.49M Sell
2,079
-14
-0.7% -$24.2K 1.65% 9
2021
Q2 		$3.26M Buy
2,093
+62
+3% +$91K 1.53% 12
2021
Q1 		$2.99M Buy
2,031
+59
+3% +$100K 1.54% 12
2020
Q4 		$3.3M Sell
1,972
-19
-1% -$26.8K 2.18% 4
2020
Q3 		$2.15M Sell
1,991
-313
-14% -$340K 1.72% 9
2020
Q2 		$2.27M Sell
2,304
-394
-15% -$295K 1.88% 7
2020
Q1 		$1.32M Sell
2,698
-174
-6% -$107K 1.34% 15
2019
Q4 		$1.64M Buy
2,872
+6
+0.2% +$3.32K 1.23% 13
2019
Q3 		$1.58M Sell
2,866
-70
-2% -$42.4K 1.09% 12
2019
Q2 		$1.8M Sell
2,936
-84
-3% -$46.8K 1.42% 8
2019
Q1 		$1.53M Sell
3,020
-642
-18% -$256K 1.34% 10
2018
Q4 		$1.07M Buy
3,662
+7
+0.2% +$2.27K 1.13% 16
2018
Q3 		$1.24M Buy
3,655
+55
+2% +$18.6K 1.15% 16
2018
Q2 		$1.08M Sell
3,600
-42
-1% -$13.2K 1% 20
2018
Q1 		$1.3M Sell
3,642
-33
-0.9% -$12.1K 1.18% 10
2017
Q4 		$1.16M Buy
+3,675
New +$994K 1.12% 10

Other funds holding MELI

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

KCS Wealth Advisory's MELI Position: Q3 2023 in Review

KCS Wealth Advisory reduced its Mercado Libre (MELI) stake by 3.9% in Q3 2023, selling an estimated $112K and leaving 2,173 shares worth $2.76M. The position accounts for 1.17% of the portfolio, ranked #26.

KCS Wealth Advisory first reported a position in MELI in Q4 2017 and has held it in 24 quarters since. The position peaked at $3.49M in Q3 2021. 1,000 funds tracked by Wall St. Rank hold MELI as of Q3 2023.

  • KCS Wealth Advisory held 2,173 shares of Mercado Libre worth $2.76M as of Q3 2023.
  • KCS Wealth Advisory sold 88 Mercado Libre shares in Q3 2023, an estimated $112K.
  • Mercado Libre made up 1.17% of KCS Wealth Advisory's portfolio in Q3 2023, its #26 holding.
  • KCS Wealth Advisory first reported a position in Mercado Libre in Q4 2017 and has held it in 24 quarters since.
  • KCS Wealth Advisory's Mercado Libre position peaked at $3.49M in Q3 2021.
  • 1,000 funds tracked by Wall St. Rank held Mercado Libre as of Q3 2023.

Based on KCS Wealth Advisory's 13F filing for Q3 2023, filed 3 Nov 2023.