Barrow, Hanley, Mewhinney & Strauss
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Barrow, Hanley, Mewhinney & Strauss’s Fomento Económico Mexicano FMX Stock Holding History

Barrow, Hanley, Mewhinney & Strauss’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
2023
Q3 		– Sell
-1,045,324
Closed -$116M – 294
2023
Q2 		$116M Sell
1,045,324
-33,236
-3% -$3.34M 0.43% 60
2023
Q1 		$103M Buy
1,078,560
+28,905
+3% +$2.53M 0.4% 59
2022
Q4 		$82M Buy
1,049,655
+6,883
+0.7% +$506K 0.31% 69
2022
Q3 		$65.4M Sell
1,042,772
-8,836
-0.8% -$557K 0.27% 74
2022
Q2 		$71M Buy
1,051,608
+33,014
+3% +$2.44M 0.27% 74
2022
Q1 		$84.4M Buy
1,018,594
+8,153
+0.8% +$643K 0.28% 73
2021
Q4 		$78.5M Buy
1,010,441
+33,184
+3% +$2.6M 0.25% 82
2021
Q3 		$84.7M Buy
977,257
+81,265
+9% +$6.99M 0.28% 76
2021
Q2 		$75.7M Buy
895,992
+15,899
+2% +$1.3M 0.24% 83
2021
Q1 		$66.3M Sell
880,093
-29,443
-3% -$2.14M 0.21% 106
2020
Q4 		$68.9M Buy
+909,536
New +$60.8M 0.24% 96

Other funds holding FMX

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCIM
TOMS Capital Investment Management New York $3.81B AUM 26.36% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss's FMX Position: Q3 2023 in Review

Barrow, Hanley, Mewhinney & Strauss sold out of Fomento Económico Mexicano (FMX) in Q3 2023, closing a stake of 1,045,324 shares — an estimated $116M sold.

Barrow, Hanley, Mewhinney & Strauss first reported a position in FMX in Q4 2020 and held it in 11 quarters. The position peaked at $116M in Q2 2023. 309 funds tracked by Wall St. Rank hold FMX as of Q3 2023.

  • Barrow, Hanley, Mewhinney & Strauss reported no remaining Fomento Económico Mexicano position as of Q3 2023 after selling out during the quarter.
  • Barrow, Hanley, Mewhinney & Strauss sold 1,045,324 Fomento Económico Mexicano shares in Q3 2023, an estimated $116M.
  • Barrow, Hanley, Mewhinney & Strauss first reported a position in Fomento Económico Mexicano in Q4 2020 and held it in 11 quarters.
  • Barrow, Hanley, Mewhinney & Strauss's Fomento Económico Mexicano position peaked at $116M in Q2 2023.
  • 309 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q3 2023.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q3 2023, filed 13 Nov 2023.