Jacobi Capital Management’s Fomento Económico Mexicano FMX Stock Holding History

Jacobi Capital Management’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
2021 Q4	–	Sell	-10	Closed	-$1K	–	719
2021 Q3	$1K	Hold	10	–	–	﹤0.01%	1381
2021 Q2	$1K	Hold	10	–	–	﹤0.01%	1328
2021 Q1	$1K	Hold	10	–	–	﹤0.01%	1301
2020 Q4	$1K	Hold	10	–	–	﹤0.01%	1226
2020 Q3	$1K	Hold	10	–	–	﹤0.01%	1171
2020 Q2	$1K	Hold	10	–	–	﹤0.01%	1134
2020 Q1	$1K	Hold	10	–	–	﹤0.01%	1035
2019 Q4	$1K	Hold	10	–	–	﹤0.01%	1002
2019 Q3	$1K	Hold	10	–	–	﹤0.01%	990
2019 Q2	$1K	Hold	10	–	–	﹤0.01%	984
2019 Q1	$1K	Hold	10	–	–	﹤0.01%	931
2018 Q4	$1K	Hold	10	–	–	﹤0.01%	904
2018 Q3	$1K	Hold	10	–	–	﹤0.01%	939
2018 Q2	$1K	Hold	10	–	–	﹤0.01%	968
2018 Q1	$1K	Hold	10	–	–	﹤0.01%	935
2017 Q4	$1K	Hold	10	–	–	﹤0.01%	887
2017 Q3	$1K	Hold	10	–	–	﹤0.01%	874
2017 Q2	$1K	Hold	10	–	–	﹤0.01%	797
2017 Q1	$1K	Hold	10	–	–	﹤0.01%	670
2016 Q4	$1K	Hold	10	–	–	﹤0.01%	586
2016 Q3	$1K	Hold	10	–	–	﹤0.01%	688
2016 Q2	$1K	Buy	+10	New	+$914	﹤0.01%	679

Other funds holding FMX

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

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

VAM

Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

Jacobi Capital Management's FMX Position: Q4 2021 in Review

Jacobi Capital Management sold out of Fomento Económico Mexicano (FMX) in Q4 2021, closing a stake of 10 shares — an estimated $1K sold.

Jacobi Capital Management first reported a position in FMX in Q2 2016 and held it in 22 quarters. The position peaked at $1K in Q3 2021. 241 funds tracked by Wall St. Rank hold FMX as of Q4 2021.

Jacobi Capital Management reported no remaining Fomento Económico Mexicano position as of Q4 2021 after selling out during the quarter.
Jacobi Capital Management sold 10 Fomento Económico Mexicano shares in Q4 2021, an estimated $1K.
Jacobi Capital Management first reported a position in Fomento Económico Mexicano in Q2 2016 and held it in 22 quarters.
Jacobi Capital Management's Fomento Económico Mexicano position peaked at $1K in Q3 2021.
241 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.