DZ Bank
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DZ Bank’s Fomento Económico Mexicano FMX Stock Holding History

DZ Bank’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
2024
Q4 		– Sell
-2,797
Closed -$276K – 977
2024
Q3 		$276K Buy
+2,797
New +$301K ﹤0.01% 805
2020
Q4 		– Sell
-907
Closed -$51K – 878
2020
Q3 		$51K Sell
907
-100,000
-99% -$5.84M ﹤0.01% 801
2020
Q2 		$6.26M Hold
100,907
– – 0.02% 327
2020
Q1 		$6.11M Buy
100,907
+25,302
+33% +$2.14M 0.02% 301
2019
Q4 		$7.15M Hold
75,605
– – 0.02% 330
2019
Q3 		$6.92M Buy
75,605
+605
+0.8% +$55.8K 0.02% 324
2019
Q2 		$7.26M Sell
75,000
-125,000
-63% -$12.1M 0.02% 320
2019
Q1 		$18.5M Sell
200,000
-19,000
-9% -$1.73M 0.06% 189
2018
Q4 		$18.6M Buy
219,000
+195,000
+813% +$17.3M 0.07% 177
2018
Q3 		$2.38M Hold
24,000
– – 0.01% 438
2018
Q2 		$2.11M Sell
24,000
-15,000
-38% -$1.32M 0.01% 493
2018
Q1 		$3.56M Sell
39,000
-118,000
-75% -$11.1M 0.01% 454
2017
Q4 		$14.7M Hold
157,000
– – 0.06% 231
2017
Q3 		$15M Hold
157,000
– – 0.06% 221
2017
Q2 		$15.4M Sell
157,000
-280
-0.2% -$26.1K 0.07% 203
2017
Q1 		$13.9M Buy
157,280
+25,000
+19% +$2.04M 0.06% 215
2016
Q4 		$10.1M Buy
+132,280
New +$11.3M 0.05% 240

Other funds holding FMX

First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

DZ Bank's FMX Position: Q4 2024 in Review

DZ Bank sold out of Fomento Económico Mexicano (FMX) in Q4 2024, closing a stake of 2,797 shares — an estimated $276K sold.

DZ Bank first reported a position in FMX in Q4 2016 and held it in 17 quarters. The position peaked at $18.6M in Q4 2018. 290 funds tracked by Wall St. Rank hold FMX as of Q4 2024.

  • DZ Bank reported no remaining Fomento Económico Mexicano position as of Q4 2024 after selling out during the quarter.
  • DZ Bank sold 2,797 Fomento Económico Mexicano shares in Q4 2024, an estimated $276K.
  • DZ Bank first reported a position in Fomento Económico Mexicano in Q4 2016 and held it in 17 quarters.
  • DZ Bank's Fomento Económico Mexicano position peaked at $18.6M in Q4 2018.
  • 290 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q4 2024.

Based on DZ Bank's 13F filing for Q4 2024, filed 14 Feb 2025.