Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Fomento Económico Mexicano FMX Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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	-120,400	Closed	-$10.3M	–	1164
2024 Q4	$10.3M	Sell	120,400 -32,900	-21%	-$3.05M	0.02%	402
2024 Q3	$15.1M	Sell	153,300 -318,900	-68%	-$34.4M	0.04%	302
2024 Q2	$50.8M	Buy	472,200 +416,000	+740%	+$48.7M	0.15%	104
2024 Q1	$7.32M	Buy	+56,200	New	+$7.34M	0.02%	316
2022 Q4	–	Sell	-35,900	Closed	-$2.25M	–	1475
2022 Q3	$2.25M	Sell	35,900 -122,633	-77%	-$7.73M	0.01%	656
2022 Q2	$10.7M	Buy	+158,533	New	+$11.7M	0.05%	231
2021 Q4	–	Sell	-26,959	Closed	-$2.34M	–	1758
2021 Q3	$2.34M	Buy	26,959 +9,593	+55%	+$825K	0.01%	809
2021 Q2	$1.47M	Buy	+17,366	New	+$1.42M	﹤0.01%	1122

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 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 $1.9T AUM 41.92% 1-Year Est. Return

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's FMX Position: Q1 2025 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold out of Fomento Económico Mexicano (FMX) in Q1 2025, closing a stake of 120,400 shares — an estimated $10.3M sold.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in FMX in Q2 2021 and held it in 8 quarters. The position peaked at $50.8M in Q2 2024. 275 funds tracked by Wall St. Rank hold FMX as of Q1 2025.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reported no remaining Fomento Económico Mexicano position as of Q1 2025 after selling out during the quarter.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 120,400 Fomento Económico Mexicano shares in Q1 2025, an estimated $10.3M.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in Fomento Económico Mexicano in Q2 2021 and held it in 8 quarters.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's Fomento Económico Mexicano position peaked at $50.8M in Q2 2024.
275 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2025.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q1 2025, filed 14 May 2025.