Chesapeake Asset Management’s Fomento Económico Mexicano FMX Stock Holding History

Chesapeake Asset Management’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	–	Sell	-3,823	Closed	-$417K	–	401
2023 Q3	$417K	Sell	3,823 -1,750	-31%	-$194K	0.4%	64
2023 Q2	$618K	Hold	5,573	–	–	0.56%	50
2023 Q1	$530K	Buy	+5,573	New	+$488K	0.49%	56
2014 Q1	–	Sell	-28,731	Closed	-$2.81M	–	80
2013 Q4	$2.81M	Buy	28,731 +89	+0.3%	+$8.37K	1.66%	29
2013 Q3	$2.78M	Buy	28,642 +1,450	+5%	+$146K	1.86%	27
2013 Q2	$2.81M	Buy	+27,192	New	+$3.02M	2.03%	22

Other funds holding FMX

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return

Chesapeake Asset Management's FMX Position: Q4 2023 in Review

Chesapeake Asset Management sold out of Fomento Económico Mexicano (FMX) in Q4 2023, closing a stake of 3,823 shares — an estimated $417K sold.

Chesapeake Asset Management first reported a position in FMX in Q2 2013 and held it in 6 quarters. The position peaked at $2.81M in Q4 2013. 334 funds tracked by Wall St. Rank hold FMX as of Q4 2023.

Chesapeake Asset Management reported no remaining Fomento Económico Mexicano position as of Q4 2023 after selling out during the quarter.
Chesapeake Asset Management sold 3,823 Fomento Económico Mexicano shares in Q4 2023, an estimated $417K.
Chesapeake Asset Management first reported a position in Fomento Económico Mexicano in Q2 2013 and held it in 6 quarters.
Chesapeake Asset Management's Fomento Económico Mexicano position peaked at $2.81M in Q4 2013.
334 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q4 2023.

Based on Chesapeake Asset Management's 13F filing for Q4 2023, filed 5 Jan 2026.