Melvin Capital Management’s Mead Johnson Nutrition Company MJN Stock Holding History

Melvin Capital Management’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 Q3	–	Sell	-235,000	Closed	-$21.2M	–	95
2015 Q2	$21.2M	Sell	235,000 -190,000	-45%	-$18.3M	1.14%	39
2015 Q1	$42.7M	Buy	425,000 +85,000	+25%	+$8.57M	2.77%	7
2014 Q4	$34.2M	Buy	+340,000	New	+$33.9M	3.77%	5

Other funds holding MJN

ACM

Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return

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

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

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

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

BIT

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

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

Melvin Capital Management's MJN Position: Q3 2015 in Review

Melvin Capital Management sold out of Mead Johnson Nutrition Company (MJN) in Q3 2015, closing a stake of 235,000 shares — an estimated $21.2M sold.

Melvin Capital Management first reported a position in MJN in Q4 2014 and held it in 3 quarters. The position peaked at $42.7M in Q1 2015. 532 funds tracked by Wall St. Rank hold MJN as of Q3 2015.

Melvin Capital Management reported no remaining Mead Johnson Nutrition Company position as of Q3 2015 after selling out during the quarter.
Melvin Capital Management sold 235,000 Mead Johnson Nutrition Company shares in Q3 2015, an estimated $21.2M.
Melvin Capital Management first reported a position in Mead Johnson Nutrition Company in Q4 2014 and held it in 3 quarters.
Melvin Capital Management's Mead Johnson Nutrition Company position peaked at $42.7M in Q1 2015.
532 funds tracked by Wall St. Rank held Mead Johnson Nutrition Company as of Q3 2015.

Based on Melvin Capital Management's 13F filing for Q3 2015, filed 16 Nov 2015.