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Easterly Investment Partners’s Fomento Económico Mexicano FMX Stock Holding History

Easterly Investment Partners’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
-101,123
Closed -$9.98M – 205
2024
Q3 		$9.98M Buy
101,123
+83,726
+481% +$9.02M 0.8% 42
2024
Q2 		$1.87M Buy
+17,397
New +$2.03M 0.16% 114
2023
Q1 		– Sell
-5,060
Closed -$395K – 195
2022
Q4 		$395K Buy
+5,060
New +$372K 0.03% 160

Other funds holding FMX

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Easterly Investment Partners's FMX Position: Q4 2024 in Review

Easterly Investment Partners sold out of Fomento Económico Mexicano (FMX) in Q4 2024, closing a stake of 101,123 shares — an estimated $9.98M sold.

Easterly Investment Partners first reported a position in FMX in Q4 2022 and held it in 3 quarters. The position peaked at $9.98M in Q3 2024. 290 funds tracked by Wall St. Rank hold FMX as of Q4 2024.

  • Easterly Investment Partners reported no remaining Fomento Económico Mexicano position as of Q4 2024 after selling out during the quarter.
  • Easterly Investment Partners sold 101,123 Fomento Económico Mexicano shares in Q4 2024, an estimated $9.98M.
  • Easterly Investment Partners first reported a position in Fomento Económico Mexicano in Q4 2022 and held it in 3 quarters.
  • Easterly Investment Partners's Fomento Económico Mexicano position peaked at $9.98M in Q3 2024.
  • 290 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q4 2024.

Based on Easterly Investment Partners's 13F filing for Q4 2024, filed 12 Feb 2025.