Harel Insurance Investments & Financial Services’s Fomento Económico Mexicano FMX Stock Holding History

Harel Insurance Investments & Financial Services’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 Q1	–	Sell	-359	Closed	-$47K	–	572
2023 Q4	$47K	Hold	359	–	–	﹤0.01%	425
2023 Q3	$39K	Buy	359 +76	+27%	+$8.44K	﹤0.01%	491
2023 Q2	$31K	Sell	283 -126	-31%	-$12.7K	﹤0.01%	531
2023 Q1	$39K	Buy	+409	New	+$35.8K	﹤0.01%	527
2018 Q3	–	Sell	-500	Closed	-$44K	–	492
2018 Q2	$44K	Hold	500	–	–	﹤0.01%	307
2018 Q1	$46K	Hold	500	–	–	﹤0.01%	308
2017 Q4	$47K	Buy	500 +255	+104%	+$23.3K	﹤0.01%	332
2017 Q3	$23K	Hold	245	–	–	﹤0.01%	330
2017 Q2	$24K	Hold	245	–	–	﹤0.01%	333
2017 Q1	$23K	Buy	+245	New	+$20K	﹤0.01%	311
2016 Q3	–	Sell	-395	Closed	-$37K	–	547
2016 Q2	$37K	Buy	+395	New	+$36.1K	﹤0.01%	382

Other funds holding FMX

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Harel Insurance Investments & Financial Services's FMX Position: Q1 2024 in Review

Harel Insurance Investments & Financial Services sold out of Fomento Económico Mexicano (FMX) in Q1 2024, closing a stake of 359 shares — an estimated $47K sold.

Harel Insurance Investments & Financial Services first reported a position in FMX in Q2 2016 and held it in 11 quarters. The position peaked at $47K in Q4 2023. 330 funds tracked by Wall St. Rank hold FMX as of Q1 2024.

Harel Insurance Investments & Financial Services reported no remaining Fomento Económico Mexicano position as of Q1 2024 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 359 Fomento Económico Mexicano shares in Q1 2024, an estimated $47K.
Harel Insurance Investments & Financial Services first reported a position in Fomento Económico Mexicano in Q2 2016 and held it in 11 quarters.
Harel Insurance Investments & Financial Services's Fomento Económico Mexicano position peaked at $47K in Q4 2023.
330 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2024.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2024, filed 30 Apr 2024.