Coerente Capital Management’s Fomento Económico Mexicano FMX Stock Holding History

Coerente Capital 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 Q3	–	Sell	-71,874	Closed	-$7.97M	–	36
2023 Q2	$7.97M	Sell	71,874 -2,475	-3%	-$249K	1.71%	21
2023 Q1	$7.08M	Sell	74,349 -73,557	-50%	-$6.44M	1.59%	21
2022 Q4	$11.6M	Buy	147,906 +6,772	+5%	+$498K	2.55%	19
2022 Q3	$8.86M	Buy	141,134 +491	+0.3%	+$30.9K	2.13%	20
2022 Q2	$9.49M	Buy	140,643 +6,870	+5%	+$508K	2.12%	21
2022 Q1	$11.1M	Buy	133,773 +4,240	+3%	+$334K	2.21%	21
2021 Q4	$10.1M	Sell	129,533 -5,465	-4%	-$428K	1.9%	21
2021 Q3	$11.7M	Sell	134,998 -2,380	-2%	-$205K	2.42%	20
2021 Q2	$11.6M	Sell	137,378 -442	-0.3%	-$36.2K	2.41%	20
2021 Q1	$10.4M	Buy	+137,820	New	+$10M	2.27%	19

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

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

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

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

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

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

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

Coerente Capital Management's FMX Position: Q3 2023 in Review

Coerente Capital Management sold out of Fomento Económico Mexicano (FMX) in Q3 2023, closing a stake of 71,874 shares — an estimated $7.97M sold.

Coerente Capital Management first reported a position in FMX in Q1 2021 and held it in 10 quarters. The position peaked at $11.7M in Q3 2021. 309 funds tracked by Wall St. Rank hold FMX as of Q3 2023.

Coerente Capital Management reported no remaining Fomento Económico Mexicano position as of Q3 2023 after selling out during the quarter.
Coerente Capital Management sold 71,874 Fomento Económico Mexicano shares in Q3 2023, an estimated $7.97M.
Coerente Capital Management first reported a position in Fomento Económico Mexicano in Q1 2021 and held it in 10 quarters.
Coerente Capital Management's Fomento Económico Mexicano position peaked at $11.7M in Q3 2021.
309 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q3 2023.

Based on Coerente Capital Management's 13F filing for Q3 2023, filed 19 Oct 2023.