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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
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1-Year Est. Return
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$528B AUM
27.57%
1-Year Est. Return
N
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$369B AUM
31.66%
1-Year Est. Return
Aberdeen Group
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$61.9B AUM
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1-Year Est. Return
Allspring Global Investments
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$59.7B AUM
29.08%
1-Year Est. Return
Baillie Gifford & Co
Edinburgh, United Kingdom
$97.9B AUM
20.73%
1-Year Est. Return
Schroder Investment Management Group
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$122B AUM
29.27%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
TCIM
TOMS Capital Investment Management
New York
$1.52B AUM
26.36%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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