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 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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IUHSA

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

FORA Capital's FMX Position: Q1 2025 in Review

FORA Capital sold out of Fomento Económico Mexicano (FMX) in Q1 2025, closing a stake of 5,568 shares — an estimated $476K sold.

FORA Capital first reported a position in FMX in Q4 2019 and held it in 9 quarters. The position peaked at $2.28M in Q2 2024. 275 funds tracked by Wall St. Rank hold FMX as of Q1 2025.

FORA Capital reported no remaining Fomento Económico Mexicano position as of Q1 2025 after selling out during the quarter.
FORA Capital sold 5,568 Fomento Económico Mexicano shares in Q1 2025, an estimated $476K.
FORA Capital first reported a position in Fomento Económico Mexicano in Q4 2019 and held it in 9 quarters.
FORA Capital's Fomento Económico Mexicano position peaked at $2.28M in Q2 2024.
275 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2025.

Based on FORA Capital's 13F filing for Q1 2025, filed 14 May 2025.