Ninety One (UK)
MLNX

Ninety One (UK)’s Mellanox Technologies, Ltd. MLNX Stock Holding History

Ninety One (UK)’s Portfolio MLNX Stock Details MLNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,430,565
Closed -$61.9M – 334
2016
Q3 		$61.9M Buy
1,430,565
+18,153
+1% +$803K 0.3% 97
2016
Q2 		$67.7M Sell
1,412,412
-22,026
-2% -$1.05M 0.35% 92
2016
Q1 		$77.9M Buy
1,434,438
+232,138
+19% +$10.8M 0.42% 79
2015
Q4 		$50.7M Buy
+1,202,300
New +$53.4M 0.29% 95

Other funds holding MLNX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
IAM
Ion Asset Management Herzliya, Israel $911M AUM 24.97% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

Ninety One (UK)'s MLNX Position: Q4 2016 in Review

Ninety One (UK) sold out of Mellanox Technologies, Ltd. (MLNX) in Q4 2016, closing a stake of 1,430,565 shares — an estimated $61.9M sold.

Ninety One (UK) first reported a position in MLNX in Q4 2015 and held it in 4 quarters. The position peaked at $77.9M in Q1 2016. 169 funds tracked by Wall St. Rank hold MLNX as of Q4 2016.

  • Ninety One (UK) reported no remaining Mellanox Technologies, Ltd. position as of Q4 2016 after selling out during the quarter.
  • Ninety One (UK) sold 1,430,565 Mellanox Technologies, Ltd. shares in Q4 2016, an estimated $61.9M.
  • Ninety One (UK) first reported a position in Mellanox Technologies, Ltd. in Q4 2015 and held it in 4 quarters.
  • Ninety One (UK)'s Mellanox Technologies, Ltd. position peaked at $77.9M in Q1 2016.
  • 169 funds tracked by Wall St. Rank held Mellanox Technologies, Ltd. as of Q4 2016.

Based on Ninety One (UK)'s 13F filing for Q4 2016, filed 10 Feb 2017.