Lighthouse Investment Partners’s Fomento Económico Mexicano FMX Stock Holding History

Lighthouse Investment 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 Q4	–	Sell	-17,710	Closed	-$1.93M	–	341
2023 Q3	$1.93M	Sell	17,710 -47,696	-73%	-$5.29M	0.08%	241
2023 Q2	$7.25M	Buy	65,406 +43,406	+197%	+$4.37M	0.39%	62
2023 Q1	$2.09M	Sell	22,000 -35,081	-61%	-$3.07M	0.14%	144
2022 Q4	$4.46M	Buy	+57,081	New	+$4.2M	0.49%	44

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

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

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

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

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

IUHSA

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

Lighthouse Investment Partners's FMX Position: Q4 2023 in Review

Lighthouse Investment Partners sold out of Fomento Económico Mexicano (FMX) in Q4 2023, closing a stake of 17,710 shares — an estimated $1.93M sold.

Lighthouse Investment Partners first reported a position in FMX in Q4 2022 and held it in 4 quarters. The position peaked at $7.25M in Q2 2023. 334 funds tracked by Wall St. Rank hold FMX as of Q4 2023.

Lighthouse Investment Partners reported no remaining Fomento Económico Mexicano position as of Q4 2023 after selling out during the quarter.
Lighthouse Investment Partners sold 17,710 Fomento Económico Mexicano shares in Q4 2023, an estimated $1.93M.
Lighthouse Investment Partners first reported a position in Fomento Económico Mexicano in Q4 2022 and held it in 4 quarters.
Lighthouse Investment Partners's Fomento Económico Mexicano position peaked at $7.25M in Q2 2023.
334 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q4 2023.

Based on Lighthouse Investment Partners's 13F filing for Q4 2023, filed 14 Feb 2024.