Polaris Wealth Advisory Group’s Mercado Libre MELI Stock Holding History

Polaris Wealth Advisory Group’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	$281K	Buy	+222	New	+$282K	0.02%	150
2022 Q3	–	Sell	-7,500	Closed	-$4.78M	–	173
2022 Q2	$4.78M	Buy	+7,500	New	+$6.54M	0.38%	62
2021 Q3	–	Sell	-4,563	Closed	-$7.05M	–	191
2021 Q2	$7.05M	Buy	+4,563	New	+$6.7M	0.42%	72
2020 Q4	–	Sell	-2,803	Closed	-$3.06M	–	202
2020 Q3	$3.06M	Buy	+2,803	New	+$3.04M	0.29%	81

Other funds holding MELI

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

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

Polaris Wealth Advisory Group's MELI Position: Q3 2023 in Review

Polaris Wealth Advisory Group opened a new position in Mercado Libre (MELI) in Q3 2023: 222 shares worth $281K. The stake represents 0.02% of the portfolio and ranks #150 among its holdings. This is a return to the name: Polaris Wealth Advisory Group previously reported a position in MELI as recently as Q2 2022.

Polaris Wealth Advisory Group first reported a position in MELI in Q3 2020 and has held it in 4 quarters since. The position peaked at $7.05M in Q2 2021. 1,002 funds tracked by Wall St. Rank hold MELI as of Q3 2023.

Polaris Wealth Advisory Group held 222 shares of Mercado Libre worth $281K as of Q3 2023.
Mercado Libre was a new Polaris Wealth Advisory Group position in Q3 2023.
Mercado Libre made up 0.02% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #150 holding.
Polaris Wealth Advisory Group first reported a position in Mercado Libre in Q3 2020 and has held it in 4 quarters since.
Polaris Wealth Advisory Group's Mercado Libre position peaked at $7.05M in Q2 2021.
1,002 funds tracked by Wall St. Rank held Mercado Libre as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.