LFDLE
FMX icon

La Financiere de L'Echiquier’s Fomento Económico Mexicano FMX Stock Holding History

La Financiere de L'Echiquier’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
2024
Q2 		$83.6M Buy
776,241
+140,309
+22% +$16.4M 3.64% 7
2024
Q1 		$82.8M Buy
635,932
+26,129
+4% +$3.41M 3.57% 8
2023
Q4 		$79.5M Sell
609,803
-19,332
-3% -$2.3M 3.67% 9
2023
Q3 		$68.7M Buy
629,135
+105,037
+20% +$11.7M 3.56% 10
2023
Q2 		$58.1M Sell
524,098
-56,922
-10% -$5.72M 2.9% 11
2023
Q1 		$55.3M Sell
581,020
-20,047
-3% -$1.75M 2.9% 11
2022
Q4 		$47M Sell
601,067
-45,720
-7% -$3.36M 2.96% 9
2022
Q3 		$40.6M Buy
646,787
+21,786
+3% +$1.37M 2.58% 12
2022
Q2 		$42.2M Buy
625,001
+62,734
+11% +$4.64M 2.5% 10
2022
Q1 		$46.6M Sell
562,267
-45,782
-8% -$3.61M 1.92% 17
2021
Q4 		$47.3M Buy
608,049
+142,573
+31% +$11.2M 1.59% 27
2021
Q3 		$40.4M Sell
465,476
-72,827
-14% -$6.26M 1.35% 32
2021
Q2 		$45.5M Sell
538,303
-78,917
-13% -$6.46M 1.74% 23
2021
Q1 		$46.5M Buy
617,220
+73,103
+13% +$5.32M 1.88% 21
2020
Q4 		$41.2M Buy
544,117
+12,927
+2% +$865K 1.96% 21
2020
Q3 		$29.8M Buy
531,190
+57,325
+12% +$3.35M 2.07% 19
2020
Q2 		$29.4M Buy
473,865
+60,410
+15% +$3.85M 2.33% 16
2020
Q1 		$25M Buy
413,455
+118,937
+40% +$10.1M 3.01% 15
2019
Q4 		$27.8M Buy
294,518
+81,927
+39% +$7.53M 3.29% 15
2019
Q3 		$19.5M Buy
212,591
+47,517
+29% +$4.38M 2.34% 16
2019
Q2 		$16M Buy
165,074
+3,125
+2% +$303K 2.33% 15
2019
Q1 		$14.9M Buy
161,949
+11,774
+8% +$1.07M 2.48% 14
2018
Q4 		$12.9M Buy
+150,175
New +$13.3M 2.52% 17
2017
Q2 		– Sell
-45,000
Closed -$3.98M – 33
2017
Q1 		$3.98M Sell
45,000
-20,000
-31% -$1.63M 2.75% 13
2016
Q4 		$4.95M Buy
65,000
+20,000
+44% +$1.71M 3.19% 9
2016
Q3 		$4.14M Buy
45,000
+18,000
+67% +$1.66M 2.9% 11
2016
Q2 		$2.5M Buy
+27,000
New +$2.47M 1.74% 17

Other funds holding FMX

First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 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 $110B AUM 4.8% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

La Financiere de L'Echiquier's FMX Position: Q2 2024 in Review

La Financiere de L'Echiquier increased its Fomento Económico Mexicano (FMX) stake by 22% in Q2 2024, buying an estimated $16.4M and bringing the position to 776,241 shares worth $83.6M. The position accounts for 3.64% of the portfolio, ranked #7.

La Financiere de L'Echiquier first reported a position in FMX in Q2 2016 and has held it in 27 quarters since. 308 funds tracked by Wall St. Rank hold FMX as of Q2 2024.

  • La Financiere de L'Echiquier held 776,241 shares of Fomento Económico Mexicano worth $83.6M as of Q2 2024.
  • La Financiere de L'Echiquier bought 140,309 Fomento Económico Mexicano shares in Q2 2024, an estimated $16.4M.
  • Fomento Económico Mexicano made up 3.64% of La Financiere de L'Echiquier's portfolio in Q2 2024, its #7 holding.
  • La Financiere de L'Echiquier first reported a position in Fomento Económico Mexicano in Q2 2016 and has held it in 27 quarters since.
  • 308 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2024.

Based on La Financiere de L'Echiquier's 13F filing for Q2 2024, filed 18 Jul 2024.