Ergoteles’s Fomento Económico Mexicano FMX Stock Holding History

Ergoteles’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 Q2	–	Sell	-9,306	Closed	-$886K	–	1188
2023 Q1	$886K	Buy	+9,306	New	+$814K	0.03%	541
2022 Q3	–	Sell	-14,435	Closed	-$974K	–	1681
2022 Q2	$974K	Buy	14,435 +11,446	+383%	+$846K	0.03%	552
2022 Q1	$248K	Buy	+2,989	New	+$236K	0.01%	907

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

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

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

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

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

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

IUHSA

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

CGI

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

Ergoteles's FMX Position: Q2 2023 in Review

Ergoteles sold out of Fomento Económico Mexicano (FMX) in Q2 2023, closing a stake of 9,306 shares — an estimated $886K sold.

Ergoteles first reported a position in FMX in Q1 2022 and held it in 3 quarters. The position peaked at $974K in Q2 2022. 292 funds tracked by Wall St. Rank hold FMX as of Q2 2023.

Ergoteles reported no remaining Fomento Económico Mexicano position as of Q2 2023 after selling out during the quarter.
Ergoteles sold 9,306 Fomento Económico Mexicano shares in Q2 2023, an estimated $886K.
Ergoteles first reported a position in Fomento Económico Mexicano in Q1 2022 and held it in 3 quarters.
Ergoteles's Fomento Económico Mexicano position peaked at $974K in Q2 2022.
292 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2023.

Based on Ergoteles's 13F filing for Q2 2023, filed 14 Aug 2023.