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FORA Capital’s Fomento Económico Mexicano FMX Stock Holding History

FORA Capital’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
2025
Q1 		– Sell
-5,568
Closed -$476K – 553
2024
Q4 		$476K Sell
5,568
-13,910
-71% -$1.29M 0.05% 268
2024
Q3 		$1.92M Sell
19,478
-1,690
-8% -$182K 0.23% 135
2024
Q2 		$2.28M Buy
+21,168
New +$2.48M 0.28% 124
2023
Q1 		– Sell
-4,216
Closed -$329K – 579
2022
Q4 		$329K Buy
+4,216
New +$310K 0.05% 337
2021
Q3 		– Sell
-1,367
Closed -$116K – 528
2021
Q2 		$116K Buy
+1,367
New +$112K 0.02% 566
2020
Q4 		– Sell
-1,591
Closed -$89K – 993
2020
Q3 		$89K Buy
1,591
+561
+54% +$32.7K 0.06% 323
2020
Q2 		$64K Sell
1,030
-5,889
-85% -$375K 0.02% 590
2020
Q1 		$419K Buy
6,919
+577
+9% +$48.8K 0.09% 280
2019
Q4 		$599K Buy
+6,342
New +$583K 0.06% 354

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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return