Edmond de Rothschild Holding’s Fomento Económico Mexicano FMX Stock Holding History

Edmond de Rothschild Holding’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
2020 Q4	–	Sell	-350	Closed	-$20K	–	654
2020 Q3	$20K	Hold	350	–	–	﹤0.01%	564
2020 Q2	$22K	Hold	350	–	–	﹤0.01%	546
2020 Q1	$21K	Hold	350	–	–	﹤0.01%	507
2019 Q4	$33K	Sell	350 -13,970	-98%	-$1.28M	﹤0.01%	497
2019 Q3	$1.31M	Sell	14,320 -8,840	-38%	-$815K	0.05%	216
2019 Q2	$2.24M	Sell	23,160 -7,550	-25%	-$731K	0.08%	175
2019 Q1	$2.83M	Buy	30,710 +30,360	+8,674%	+$2.77M	0.1%	152
2018 Q4	$30K	Hold	350	–	–	﹤0.01%	567
2018 Q3	$35K	Hold	350	–	–	﹤0.01%	629
2018 Q2	$31K	Hold	350	–	–	﹤0.01%	641
2018 Q1	$32K	Hold	350	–	–	﹤0.01%	665
2017 Q4	$32K	Hold	350	–	–	﹤0.01%	672
2017 Q3	$34K	Hold	350	–	–	﹤0.01%	693
2017 Q2	$34K	Hold	350	–	–	﹤0.01%	689
2017 Q1	$32K	Hold	350	–	–	﹤0.01%	700
2016 Q4	$27K	Sell	350 -6,700	-95%	-$574K	﹤0.01%	701
2016 Q3	$649K	Buy	7,050 +2,800	+66%	+$258K	0.02%	329
2016 Q2	$393K	Sell	4,250 -1,230	-22%	-$112K	0.01%	412
2016 Q1	$528K	Sell	5,480 -5,000	-48%	-$457K	0.02%	350
2015 Q4	$968K	Buy	10,480 +1,000	+11%	+$96.1K	0.03%	280
2015 Q3	$846K	Buy	9,480 +1,000	+12%	+$88.9K	0.02%	287
2015 Q2	$756K	Buy	+8,480	New	+$786K	0.02%	324

Other funds holding FMX

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

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

VAM

Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Edmond de Rothschild Holding's FMX Position: Q4 2020 in Review

Edmond de Rothschild Holding sold out of Fomento Económico Mexicano (FMX) in Q4 2020, closing a stake of 350 shares — an estimated $20K sold.

Edmond de Rothschild Holding first reported a position in FMX in Q2 2015 and held it in 22 quarters. The position peaked at $2.83M in Q1 2019. 223 funds tracked by Wall St. Rank hold FMX as of Q4 2020.

Edmond de Rothschild Holding reported no remaining Fomento Económico Mexicano position as of Q4 2020 after selling out during the quarter.
Edmond de Rothschild Holding sold 350 Fomento Económico Mexicano shares in Q4 2020, an estimated $20K.
Edmond de Rothschild Holding first reported a position in Fomento Económico Mexicano in Q2 2015 and held it in 22 quarters.
Edmond de Rothschild Holding's Fomento Económico Mexicano position peaked at $2.83M in Q1 2019.
223 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q4 2020.

Based on Edmond de Rothschild Holding's 13F filing for Q4 2020, filed 12 Feb 2021.