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Kiwi Wealth Investments Limited Partnership’s Fomento Económico Mexicano FMX Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
2023
Q4 		– Sell
-112,471
Closed -$12.3M – 17
2023
Q3 		$12.3M Buy
+112,471
New +$12.5M 1.34% 22

Other funds holding FMX

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's FMX Position: Q4 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of Fomento Económico Mexicano (FMX) in Q4 2023, closing a stake of 112,471 shares — an estimated $12.3M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in FMX in Q3 2023 and held it in 1 quarter. The position peaked at $12.3M in Q3 2023. 334 funds tracked by Wall St. Rank hold FMX as of Q4 2023.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Fomento Económico Mexicano position as of Q4 2023 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 112,471 Fomento Económico Mexicano shares in Q4 2023, an estimated $12.3M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Fomento Económico Mexicano in Q3 2023 and held it in 1 quarter.
  • Kiwi Wealth Investments Limited Partnership's Fomento Económico Mexicano position peaked at $12.3M in Q3 2023.
  • 334 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q4 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q4 2023, filed 14 Feb 2024.