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Melvin Capital Management’s Chewy CHWY Stock Holding History

Melvin Capital Management’s Portfolio CHWY Stock Details CHWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-225,000
Closed -$6.53M – 107
2019
Q4 		$6.53M Sell
225,000
-2,975,000
-93% -$76.1M 0.05% 88
2019
Q3 		$78.7M Buy
3,200,000
+1,800,000
+129% +$56.7M 0.64% 45
2019
Q2 		$49M Buy
+1,400,000
New +$47.3M 0.5% 53

Other funds holding CHWY

BPA
BC Partners Advisors New York $9.17B AUM 97.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
Tybourne Capital Management Hong Kong $30.9M AUM 20.1% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Melvin Capital Management's CHWY Position: Q1 2020 in Review

Melvin Capital Management sold out of Chewy (CHWY) in Q1 2020, closing a stake of 225,000 shares — an estimated $6.53M sold.

Melvin Capital Management first reported a position in CHWY in Q2 2019 and held it in 3 quarters. The position peaked at $78.7M in Q3 2019. 234 funds tracked by Wall St. Rank hold CHWY as of Q1 2020.

  • Melvin Capital Management reported no remaining Chewy position as of Q1 2020 after selling out during the quarter.
  • Melvin Capital Management sold 225,000 Chewy shares in Q1 2020, an estimated $6.53M.
  • Melvin Capital Management first reported a position in Chewy in Q2 2019 and held it in 3 quarters.
  • Melvin Capital Management's Chewy position peaked at $78.7M in Q3 2019.
  • 234 funds tracked by Wall St. Rank held Chewy as of Q1 2020.

Based on Melvin Capital Management's 13F filing for Q1 2020, filed 15 May 2020.