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Summit Wealth & Retirement Planning’s Mercado Libre MELI Stock Holding History

Summit Wealth & Retirement Planning’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
2021
Q4 		– Sell
-323
Closed -$542K – 94
2021
Q3 		$542K Sell
323
-59
-15% -$102K 0.2% 58
2021
Q2 		$595K Buy
+382
New +$561K 0.22% 58

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Summit Wealth & Retirement Planning's MELI Position: Q4 2021 in Review

Summit Wealth & Retirement Planning sold out of Mercado Libre (MELI) in Q4 2021, closing a stake of 323 shares — an estimated $542K sold.

Summit Wealth & Retirement Planning first reported a position in MELI in Q2 2021 and held it in 2 quarters. The position peaked at $595K in Q2 2021. 943 funds tracked by Wall St. Rank hold MELI as of Q4 2021.

  • Summit Wealth & Retirement Planning reported no remaining Mercado Libre position as of Q4 2021 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 323 Mercado Libre shares in Q4 2021, an estimated $542K.
  • Summit Wealth & Retirement Planning first reported a position in Mercado Libre in Q2 2021 and held it in 2 quarters.
  • Summit Wealth & Retirement Planning's Mercado Libre position peaked at $595K in Q2 2021.
  • 943 funds tracked by Wall St. Rank held Mercado Libre as of Q4 2021.

Based on Summit Wealth & Retirement Planning's 13F filing for Q4 2021, filed 3 Feb 2022.