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Summit Wealth Group’s Mercado Libre MELI Stock Holding History

Summit Wealth 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
Q2 		– Sell
-13,181
Closed – – 185
2023
Q1 		$0 Buy
+13,181
New +$15M ﹤0.01% 219
2021
Q3 		– Sell
-15
Closed -$23K – 151
2021
Q2 		$23K Hold
15
– – 0.03% 69
2021
Q1 		$22K Buy
+15
New +$25.5K 0.04% 67

Other funds holding MELI

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Summit Wealth Group's MELI Position: Q2 2023 in Review

Summit Wealth Group sold out of Mercado Libre (MELI) in Q2 2023, closing a stake of 13,181 shares.

Summit Wealth Group first reported a position in MELI in Q1 2021 and held it in 3 quarters. The position peaked at $23K in Q2 2021. 991 funds tracked by Wall St. Rank hold MELI as of Q2 2023.

  • Summit Wealth Group reported no remaining Mercado Libre position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth Group sold 13,181 Mercado Libre shares in Q2 2023.
  • Summit Wealth Group first reported a position in Mercado Libre in Q1 2021 and held it in 3 quarters.
  • Summit Wealth Group's Mercado Libre position peaked at $23K in Q2 2021.
  • 991 funds tracked by Wall St. Rank held Mercado Libre as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.