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Aperio Group’s Fomento Económico Mexicano FMX Stock Holding History

Aperio Group’s Portfolio FMX Stock Details FMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$10.2M Buy
134,609
+56,309
+72% +$3.77M 0.03% 547
2020
Q3 		$4.4M Sell
78,300
-26,097
-25% -$1.52M 0.01% 783
2020
Q2 		$6.47M Buy
104,397
+835
+0.8% +$53.2K 0.02% 628
2020
Q1 		$6.27M Sell
103,562
-29,483
-22% -$2.49M 0.03% 564
2019
Q4 		$12.6M Buy
133,045
+2,725
+2% +$251K 0.05% 434
2019
Q3 		$11.9M Buy
130,320
+23,800
+22% +$2.2M 0.05% 428
2019
Q2 		$10.3M Buy
106,520
+27,467
+35% +$2.66M 0.04% 468
2019
Q1 		$7.29M Buy
79,053
+17,895
+29% +$1.63M 0.03% 562
2018
Q4 		$5.26M Buy
61,158
+8,784
+17% +$780K 0.03% 620
2018
Q3 		$5.18M Buy
52,374
+12,271
+31% +$1.18M 0.02% 671
2018
Q2 		$3.52M Sell
40,103
-21,568
-35% -$1.9M 0.02% 790
2018
Q1 		$5.64M Buy
61,671
+25,178
+69% +$2.36M 0.03% 608
2017
Q4 		$3.43M Sell
36,493
-577
-2% -$52.6K 0.02% 778
2017
Q3 		$3.54M Buy
37,070
+2,827
+8% +$282K 0.02% 727
2017
Q2 		$3.37M Buy
34,243
+4,331
+14% +$403K 0.02% 719
2017
Q1 		$2.65M Buy
29,912
+1,591
+6% +$130K 0.02% 767
2016
Q4 		$2.16M Sell
28,321
-21,573
-43% -$1.85M 0.02% 793
2016
Q3 		$4.59M Sell
49,894
-4,791
-9% -$442K 0.03% 568
2016
Q2 		$5.06M Sell
54,685
-1,186
-2% -$108K 0.04% 507
2016
Q1 		$5.38M Sell
55,871
-2,100
-4% -$192K 0.05% 450
2015
Q4 		$5.35M Buy
57,971
+6,580
+13% +$632K 0.05% 437
2015
Q3 		$4.59M Buy
51,391
+12,677
+33% +$1.13M 0.05% 450
2015
Q2 		$3.45M Buy
38,714
+2,845
+8% +$264K 0.04% 526
2015
Q1 		$3.35M Buy
35,869
+10,914
+44% +$974K 0.04% 512
2014
Q4 		$2.2M Sell
24,955
-796
-3% -$72.9K 0.03% 617
2014
Q3 		$2.37M Buy
25,751
+4,699
+22% +$448K 0.03% 567
2014
Q2 		$1.97M Buy
21,052
+5,606
+36% +$532K 0.03% 599
2014
Q1 		$1.44M Buy
+15,446
New +$1.38M 0.02% 824
2013
Q4 		– Sell
-18,202
Closed -$1.71M – 679
2013
Q3 		$1.77M Buy
18,202
+1,957
+12% +$197K 0.03% 631
2013
Q2 		$1.68M Buy
+16,245
New +$1.81M 0.04% 565

Other funds holding FMX

HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Aperio Group's FMX Position: Q4 2020 in Review

Aperio Group increased its Fomento Económico Mexicano (FMX) stake by 72% in Q4 2020, buying an estimated $3.77M and bringing the position to 134,609 shares worth $10.2M. The position accounts for 0.03% of the portfolio, ranked #547.

Aperio Group first reported a position in FMX in Q2 2013 and has held it in 30 quarters since. The position peaked at $12.6M in Q4 2019. 223 funds tracked by Wall St. Rank hold FMX as of Q4 2020.

  • Aperio Group held 134,609 shares of Fomento Económico Mexicano worth $10.2M as of Q4 2020.
  • Aperio Group bought 56,309 Fomento Económico Mexicano shares in Q4 2020, an estimated $3.77M.
  • Fomento Económico Mexicano made up 0.03% of Aperio Group's portfolio in Q4 2020, its #547 holding.
  • Aperio Group first reported a position in Fomento Económico Mexicano in Q2 2013 and has held it in 30 quarters since.
  • Aperio Group's Fomento Económico Mexicano position peaked at $12.6M in Q4 2019.
  • 223 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.