Beach Investment Counsel’s Fomento Económico Mexicano FMX Stock Holding History

Beach Investment Counsel’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
2025 Q1	$503K	Sell	5,150 -250	-5%	-$22.6K	0.07%	90
2024 Q4	$462K	Sell	5,400 -1,150	-18%	-$107K	0.06%	94
2024 Q3	$647K	Hold	6,550	–	–	0.08%	92
2024 Q2	$705K	Sell	6,550 -5,607	-46%	-$656K	0.09%	88
2024 Q1	$1.58M	Hold	12,157	–	–	0.2%	81
2023 Q4	$1.58M	Hold	12,157	–	–	0.2%	81
2023 Q3	$1.33M	Hold	12,157	–	–	0.17%	90
2023 Q2	$1.35M	Sell	12,157 -140	-1%	-$14.1K	0.16%	92
2023 Q1	$1.17M	Sell	12,297 -2,300	-16%	-$201K	0.16%	84
2022 Q4	$1.14M	Sell	14,597 -2,503	-15%	-$184K	0.14%	90
2022 Q3	$1.07M	Sell	17,100 -250	-1%	-$15.7K	0.15%	86
2022 Q2	$1.17M	Hold	17,350	–	–	0.15%	88
2022 Q1	$1.44M	Hold	17,350	–	–	0.15%	91
2021 Q4	$1.35M	Hold	17,350	–	–	0.18%	79
2021 Q3	$1.5M	Hold	17,350	–	–	0.14%	89
2021 Q2	$1.47M	Hold	17,350	–	–	0.13%	93
2021 Q1	$1.31M	Hold	17,350	–	–	0.12%	92
2020 Q4	$1.31M	Sell	17,350 -505	-3%	-$33.8K	0.12%	86
2020 Q3	$1M	Hold	17,855	–	–	0.12%	84
2020 Q2	$1.11M	Sell	17,855 -305	-2%	-$19.4K	0.15%	82
2020 Q1	$1.1M	Hold	18,160	–	–	0.18%	73
2019 Q4	$1.72M	Sell	18,160 -440	-2%	-$40.4K	0.19%	76
2019 Q3	$1.7M	Sell	18,600 -750	-4%	-$69.2K	0.2%	76
2019 Q2	$1.87M	Sell	19,350 -19,770	-51%	-$1.91M	0.22%	75
2019 Q1	$3.61M	Hold	39,120	–	–	0.41%	51
2018 Q4	$3.56M	Hold	39,120	–	–	0.43%	51
2018 Q3	$3.87M	Hold	39,120	–	–	0.38%	54
2018 Q2	$3.43M	Hold	39,120	–	–	0.36%	56
2018 Q1	$3.58M	Hold	39,120	–	–	0.37%	61
2017 Q4	$3.67M	Hold	39,120	–	–	0.36%	56
2017 Q3	$3.74M	Hold	39,120	–	–	0.39%	53
2017 Q2	$3.85M	Sell	39,120 -100	-0.3%	-$9.31K	0.39%	51
2017 Q1	$3.47M	Hold	39,220	–	–	0.37%	56
2016 Q4	$2.99M	Hold	39,220	–	–	0.34%	58
2016 Q3	$3.61M	Hold	39,220	–	–	0.41%	42
2016 Q2	$3.63M	Sell	39,220 -150	-0.4%	-$13.7K	0.43%	46
2016 Q1	$3.79M	Sell	39,370 -3,000	-7%	-$274K	0.43%	51
2015 Q4	$3.91M	Hold	42,370	–	–	0.44%	52
2015 Q3	$3.78M	Hold	42,370	–	–	0.47%	46
2015 Q2	$3.77M	Sell	42,370 -100	-0.2%	-$9.27K	0.37%	52
2015 Q1	$3.97M	Hold	42,470	–	–	0.36%	51
2014 Q4	$3.74M	Hold	42,470	–	–	0.31%	55
2014 Q3	$3.91M	Sell	42,470 -1,000	-2%	-$95.4K	0.36%	51
2014 Q2	$4.07M	Hold	43,470	–	–	0.36%	49
2014 Q1	$4.05M	Sell	43,470 -100	-0.2%	-$8.95K	0.36%	47
2013 Q4	$4.26M	Sell	43,570 -100	-0.2%	-$9.4K	0.4%	47
2013 Q3	$4.24M	Sell	43,670 -2,050	-4%	-$206K	0.45%	39
2013 Q2	$4.72M	Buy	+45,720	New	+$5.09M	0.5%	39

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IUHSA

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

Beach Investment Counsel's FMX Position: Q1 2025 in Review

Beach Investment Counsel reduced its Fomento Económico Mexicano (FMX) stake by 4.6% in Q1 2025, selling an estimated $22.6K and leaving 5,150 shares worth $503K. The position accounts for 0.07% of the portfolio, ranked #90.

Beach Investment Counsel first reported a position in FMX in Q2 2013 and has held it in 48 quarters since. The position peaked at $4.72M in Q2 2013. 275 funds tracked by Wall St. Rank hold FMX as of Q1 2025.

Beach Investment Counsel held 5,150 shares of Fomento Económico Mexicano worth $503K as of Q1 2025.
Beach Investment Counsel sold 250 Fomento Económico Mexicano shares in Q1 2025, an estimated $22.6K.
Fomento Económico Mexicano made up 0.07% of Beach Investment Counsel's portfolio in Q1 2025, its #90 holding.
Beach Investment Counsel first reported a position in Fomento Económico Mexicano in Q2 2013 and has held it in 48 quarters since.
Beach Investment Counsel's Fomento Económico Mexicano position peaked at $4.72M in Q2 2013.
275 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2025.

Based on Beach Investment Counsel's 13F filing for Q1 2025, filed 14 Apr 2025.