Howard Marks’s America Movil AMX Stock Holding History

Howard Marks’s Portfolio AMX Stock Details AMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,298,858	Closed	-$42.6M	–	170
2023 Q4	$42.6M	Buy	+2,298,858	New	+$40.4M	0.62%	30
2021 Q1	–	Sell	-2,778,470	Closed	-$40.4M	–	186
2020 Q4	$40.4M	Buy	2,778,470 +47,433	+2%	+$644K	0.7%	28
2020 Q3	$34.1M	Buy	+2,731,037	New	+$34.7M	0.74%	27
2017 Q3	–	Sell	-1,612,339	Closed	-$25.7M	–	204
2017 Q2	$25.7M	Sell	1,612,339 -889,550	-36%	-$13.8M	0.42%	58
2017 Q1	$35.4M	Buy	2,501,889 +89,218	+4%	+$1.16M	0.52%	45
2016 Q4	$30.3M	Buy	+2,412,671	New	+$29.2M	0.45%	61
2015 Q3	–	Sell	-1,470,686	Closed	-$31.3M	–	175
2015 Q2	$31.3M	Buy	1,470,686 +29,000	+2%	+$611K	0.36%	70
2015 Q1	$29.5M	Buy	+1,441,686	New	+$30.9M	0.31%	73
2014 Q1	–	Sell	-1,018,304	Closed	-$23.8M	–	157
2013 Q4	$23.8M	Buy	1,018,304 +912,177	+860%	+$19.9M	0.44%	74
2013 Q3	$2.1M	Buy	+106,127	New	+$2.18M	0.04%	160

Other funds holding AMX

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CII

Capital International Inc Los Angeles, California $14.3B AUM 34.19% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Howard Marks's AMX Position: Q1 2024 in Review

Howard Marks sold out of America Movil (AMX) in Q1 2024, closing a stake of 2,298,858 shares — an estimated $42.6M sold.

Howard Marks first reported a position in AMX in Q3 2013 and held it in 10 quarters. The position peaked at $42.6M in Q4 2023. 294 funds tracked by Wall St. Rank hold AMX as of Q1 2024.

Howard Marks reported no remaining America Movil position as of Q1 2024 after selling out during the quarter.
Howard Marks sold 2,298,858 America Movil shares in Q1 2024, an estimated $42.6M.
Howard Marks first reported a position in America Movil in Q3 2013 and held it in 10 quarters.
Howard Marks's America Movil position peaked at $42.6M in Q4 2023.
294 funds tracked by Wall St. Rank held America Movil as of Q1 2024.

Based on Oaktree Capital Management's 13F filing for Q1 2024, filed 14 May 2024.