Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Fomento Económico Mexicano FMX Stock Holding History

Kovitz Investment Group Partners’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
Q3 		– Sell
-1,880
Closed -$208K – 399
2023
Q2 		$208K Sell
1,880
-700
-27% -$70.4K ﹤0.01% 394
2023
Q1 		$246K Buy
+2,580
New +$226K ﹤0.01% 388
2022
Q2 		– Sell
-2,630
Closed -$218K – 410
2022
Q1 		$218K Sell
2,630
-3,405
-56% -$268K ﹤0.01% 404
2021
Q4 		$457K Buy
6,035
+3,260
+117% +$255K 0.01% 342
2021
Q3 		$241K Sell
2,775
-600
-18% -$51.6K ﹤0.01% 403
2021
Q2 		$285K Sell
3,375
-2,230
-40% -$183K 0.01% 384
2021
Q1 		$422K Sell
5,605
-330
-6% -$24K 0.01% 350
2020
Q4 		$450K Sell
5,935
-2,325
-28% -$156K 0.01% 341
2020
Q3 		$464K Sell
8,260
-575
-7% -$33.6K 0.01% 332
2020
Q2 		$548K Sell
8,835
-3,400
-28% -$217K 0.02% 303
2020
Q1 		$740K Sell
12,235
-2,660
-18% -$225K 0.03% 268
2019
Q4 		$1.41M Sell
14,895
-135
-0.9% -$12.4K 0.04% 229
2019
Q3 		$1.38M Sell
15,030
-700
-4% -$64.6K 0.04% 228
2019
Q2 		$1.52M Sell
15,730
-185
-1% -$17.9K 0.05% 224
2019
Q1 		$1.47M Buy
+15,915
New +$1.45M 0.05% 227

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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 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 $65.2B AUM 39.42% 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
TCIM
TOMS Capital Investment Management New York $4.67B AUM 83.55% 1-Year Est. Return

Kovitz Investment Group Partners's FMX Position: Q3 2023 in Review

Kovitz Investment Group Partners sold out of Fomento Económico Mexicano (FMX) in Q3 2023, closing a stake of 1,880 shares — an estimated $208K sold.

Kovitz Investment Group Partners first reported a position in FMX in Q1 2019 and held it in 15 quarters. The position peaked at $1.52M in Q2 2019. 308 funds tracked by Wall St. Rank hold FMX as of Q3 2023.

  • Kovitz Investment Group Partners reported no remaining Fomento Económico Mexicano position as of Q3 2023 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 1,880 Fomento Económico Mexicano shares in Q3 2023, an estimated $208K.
  • Kovitz Investment Group Partners first reported a position in Fomento Económico Mexicano in Q1 2019 and held it in 15 quarters.
  • Kovitz Investment Group Partners's Fomento Económico Mexicano position peaked at $1.52M in Q2 2019.
  • 308 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q3 2023.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2023, filed 9 Nov 2023.