Bartlett & Co’s Fomento Económico Mexicano FMX Stock Holding History

Bartlett & Co’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 Q4	$103K	Hold	785	–	–	﹤0.01%	572
2023 Q3	$86K	Hold	785	–	–	﹤0.01%	569
2023 Q2	$87K	Hold	785	–	–	﹤0.01%	565
2023 Q1	$75K	Hold	785	–	–	﹤0.01%	504
2022 Q4	$61K	Hold	785	–	–	﹤0.01%	551
2022 Q3	$49K	Hold	785	–	–	﹤0.01%	568
2022 Q2	$53K	Sell	785 -175	-18%	-$12.9K	﹤0.01%	562
2022 Q1	$80K	Buy	+960	New	+$75.7K	﹤0.01%	516
2021 Q4	–	Sell	-1,190	Closed	-$103K	–	563
2021 Q3	$103K	Hold	1,190	–	–	﹤0.01%	409
2021 Q2	$101K	Sell	1,190 -155	-12%	-$12.7K	﹤0.01%	410
2021 Q1	$101K	Sell	1,345 -50,578	-97%	-$3.68M	﹤0.01%	413
2020 Q4	$3.93M	Sell	51,923 -1,004	-2%	-$67.2K	0.08%	136
2020 Q3	$2.97M	Sell	52,927 -760	-1%	-$44.4K	0.07%	141
2020 Q2	$3.33M	Sell	53,687 -2,595	-5%	-$165K	0.09%	136
2020 Q1	$3.41M	Buy	+56,282	New	+$4.76M	0.1%	128
2019 Q3	$5.52M	Buy	+60,301	New	+$5.56M	0.15%	116
2014 Q1	–	Sell	-700	Closed	-$69K	–	708
2013 Q4	$69K	Sell	700 -9	-1%	-$846	﹤0.01%	362
2013 Q3	$69K	Buy	709 +9	+1%	+$904	﹤0.01%	355
2013 Q2	$72K	Buy	+700	New	+$77.9K	﹤0.01%	336

Other funds holding FMX

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Bartlett & Co's FMX Position: Q4 2023 in Review

Bartlett & Co held its Fomento Económico Mexicano (FMX) position steady in Q4 2023 at 785 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #572.

Bartlett & Co first reported a position in FMX in Q2 2013 and has held it in 19 quarters since. The position peaked at $5.52M in Q3 2019. 333 funds tracked by Wall St. Rank hold FMX as of Q4 2023.

Bartlett & Co held 785 shares of Fomento Económico Mexicano worth $103K as of Q4 2023.
Bartlett & Co left its Fomento Económico Mexicano share count unchanged in Q4 2023.
Fomento Económico Mexicano made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #572 holding.
Bartlett & Co first reported a position in Fomento Económico Mexicano in Q2 2013 and has held it in 19 quarters since.
Bartlett & Co's Fomento Económico Mexicano position peaked at $5.52M in Q3 2019.
333 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.