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Henshaw Capital’s Fomento Económico Mexicano FMX Stock Holding History

Henshaw 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
2024
Q4 		– Sell
-4,013
Closed -$396K – 302
2024
Q3 		$396K Buy
+4,013
New +$432K 0.02% 256
2021
Q3 		– Sell
-3,034
Closed -$256K – 340
2021
Q2 		$256K Buy
3,034
+20
+0.7% +$1.64K 0.02% 311
2021
Q1 		$227K Hold
3,014
– – 0.02% 318
2020
Q4 		$228K Buy
+3,014
New +$202K 0.02% 307
2020
Q3 		– Sell
-3,436
Closed -$213K – 323
2020
Q2 		$213K Hold
3,436
– – 0.02% 286
2020
Q1 		$208K Hold
3,436
– – 0.02% 253
2019
Q4 		$325K Buy
3,436
+27
+0.8% +$2.48K 0.03% 189
2019
Q3 		$312K Hold
3,409
– – 0.03% 202
2019
Q2 		$330K Buy
3,409
+243
+8% +$23.5K 0.03% 193
2019
Q1 		$292K Sell
3,166
-395
-11% -$36K 0.03% 210
2018
Q4 		$306K Buy
3,561
+28
+0.8% +$2.49K 0.03% 185
2018
Q3 		$350K Hold
3,533
– – 0.03% 195
2018
Q2 		$310K Buy
3,533
+29
+0.8% +$2.56K 0.03% 233
2018
Q1 		$320K Hold
3,504
– – 0.03% 223
2017
Q4 		$329K Sell
3,504
-61
-2% -$5.57K 0.03% 214
2017
Q3 		$341K Sell
3,565
-3,684
-51% -$367K 0.03% 201
2017
Q2 		$713K Hold
7,249
– – 0.07% 112
2017
Q1 		$642K Buy
7,249
+1,203
+20% +$98K 0.07% 118
2016
Q4 		$461K Buy
6,046
+1,049
+21% +$89.8K 0.05% 140
2016
Q3 		$460K Buy
4,997
+1,019
+26% +$93.9K 0.06% 131
2016
Q2 		$368K Hold
3,978
– – 0.05% 152
2016
Q1 		$383K Buy
+3,978
New +$363K 0.05% 143

Other funds holding FMX

First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Henshaw Capital's FMX Position: Q4 2024 in Review

Henshaw Capital sold out of Fomento Económico Mexicano (FMX) in Q4 2024, closing a stake of 4,013 shares — an estimated $396K sold.

Henshaw Capital first reported a position in FMX in Q1 2016 and held it in 22 quarters. The position peaked at $713K in Q2 2017. 290 funds tracked by Wall St. Rank hold FMX as of Q4 2024.

  • Henshaw Capital reported no remaining Fomento Económico Mexicano position as of Q4 2024 after selling out during the quarter.
  • Henshaw Capital sold 4,013 Fomento Económico Mexicano shares in Q4 2024, an estimated $396K.
  • Henshaw Capital first reported a position in Fomento Económico Mexicano in Q1 2016 and held it in 22 quarters.
  • Henshaw Capital's Fomento Económico Mexicano position peaked at $713K in Q2 2017.
  • 290 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q4 2024.

Based on Henshaw Capital's 13F filing for Q4 2024, filed 28 May 2026.