Marathon Capital Management’s Fomento Económico Mexicano FMX Stock Holding History

Marathon Capital Management’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	-36,628	Closed	-$3.13M	–	160
2024 Q4	$3.13M	Sell	36,628 -10,768	-23%	-$1,000K	0.78%	35
2024 Q3	$4.68M	Buy	47,396 +12,901	+37%	+$1.39M	1.13%	24
2024 Q2	$3.71M	Buy	+34,495	New	+$4.03M	0.95%	27
2020 Q4	–	Sell	-3,825	Closed	-$214K	–	160
2020 Q3	$214K	Sell	3,825 -1,700	-31%	-$99.2K	0.08%	128
2020 Q2	$343K	Buy	5,525 +100	+2%	+$6.37K	0.13%	89
2020 Q1	$328K	Buy	5,425 +75	+1%	+$6.34K	0.15%	79
2019 Q4	$505K	Buy	+5,350	New	+$492K	0.17%	74

Other funds holding FMX

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Marathon Capital Management's FMX Position: Q1 2025 in Review

Marathon Capital Management sold out of Fomento Económico Mexicano (FMX) in Q1 2025, closing a stake of 36,628 shares — an estimated $3.13M sold.

Marathon Capital Management first reported a position in FMX in Q4 2019 and held it in 7 quarters. The position peaked at $4.68M in Q3 2024. 274 funds tracked by Wall St. Rank hold FMX as of Q1 2025.

Marathon Capital Management reported no remaining Fomento Económico Mexicano position as of Q1 2025 after selling out during the quarter.
Marathon Capital Management sold 36,628 Fomento Económico Mexicano shares in Q1 2025, an estimated $3.13M.
Marathon Capital Management first reported a position in Fomento Económico Mexicano in Q4 2019 and held it in 7 quarters.
Marathon Capital Management's Fomento Económico Mexicano position peaked at $4.68M in Q3 2024.
274 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2025.

Based on Marathon Capital Management's 13F filing for Q1 2025, filed 15 May 2025.