Levin Capital Strategies’s Fomento Económico Mexicano FMX Stock Holding History

Levin Capital Strategies’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
2025 Q1	–	Sell	-46,407	Closed	-$3.97M	–	196
2024 Q4	$3.97M	Sell	46,407 -48,996	-51%	-$4.55M	0.38%	55
2024 Q3	$9.42M	Sell	95,403 -187	-0.2%	-$20.2K	0.9%	38
2024 Q2	$10.3M	Sell	95,590 -4,393	-4%	-$514K	1.07%	34
2024 Q1	$13M	Buy	99,983 +57	+0.1%	+$7.44K	1.3%	27
2023 Q4	$13M	Sell	99,926 -1,547	-2%	-$184K	1.41%	22
2023 Q3	$11.1M	Sell	101,473 -6,891	-6%	-$765K	1.32%	26
2023 Q2	$12M	Sell	108,364 -22,691	-17%	-$2.28M	1.36%	26
2023 Q1	$12.5M	Sell	131,055 -11,263	-8%	-$985K	1.55%	23
2022 Q4	$11.1M	Buy	+142,318	New	+$10.5M	1.49%	20

Other funds holding FMX

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

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

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return

Levin Capital Strategies's FMX Position: Q1 2025 in Review

Levin Capital Strategies sold out of Fomento Económico Mexicano (FMX) in Q1 2025, closing a stake of 46,407 shares — an estimated $3.97M sold.

Levin Capital Strategies first reported a position in FMX in Q4 2022 and held it in 9 quarters. The position peaked at $13M in Q4 2023. 275 funds tracked by Wall St. Rank hold FMX as of Q1 2025.

Levin Capital Strategies reported no remaining Fomento Económico Mexicano position as of Q1 2025 after selling out during the quarter.
Levin Capital Strategies sold 46,407 Fomento Económico Mexicano shares in Q1 2025, an estimated $3.97M.
Levin Capital Strategies first reported a position in Fomento Económico Mexicano in Q4 2022 and held it in 9 quarters.
Levin Capital Strategies's Fomento Económico Mexicano position peaked at $13M in Q4 2023.
275 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2025.

Based on Levin Capital Strategies's 13F filing for Q1 2025, filed 9 May 2025.