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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
2023
Q1 		– Sell
-9,000
Closed -$703K – 257
2022
Q4 		$703K Buy
+9,000
New +$662K 0.09% 103

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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 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.