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

McKinley 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
2024
Q2 		$4.12M Sell
38,296
-4,196
-10% -$491K 0.72% 43
2024
Q1 		$5.54M Sell
42,492
-1,133
-3% -$148K 0.66% 55
2023
Q4 		$5.69M Buy
43,625
+331
+0.8% +$39.4K 0.73% 50
2023
Q3 		$4.73M Sell
43,294
-5,877
-12% -$652K 0.66% 53
2023
Q2 		$5.45M Buy
49,171
+3,455
+8% +$347K 0.73% 46
2023
Q1 		$4.35M Buy
+45,716
New +$4M 0.58% 64
2017
Q4 		– Sell
-9,660
Closed -$923K – 346
2017
Q3 		$923K Sell
9,660
-481
-5% -$47.9K 0.04% 242
2017
Q2 		$997K Sell
10,141
-372
-4% -$34.6K 0.04% 236
2017
Q1 		$931K Sell
10,513
-3,424
-25% -$279K 0.03% 258
2016
Q4 		$1.06M Sell
13,937
-1,471
-10% -$126K 0.04% 240
2016
Q3 		$1.42M Sell
15,408
-717
-4% -$66.1K 0.05% 220
2016
Q2 		$1.49M Buy
16,125
+644
+4% +$58.9K 0.07% 210
2016
Q1 		$1.49M Buy
15,481
+1,361
+10% +$124K 0.07% 201
2015
Q4 		$1.3M Sell
14,120
-1,101
-7% -$106K 0.06% 205
2015
Q3 		$1.36M Buy
15,221
+352
+2% +$31.3K 0.07% 203
2015
Q2 		$1.32M Buy
14,869
+145
+1% +$13.4K 0.06% 206
2015
Q1 		$1.38M Sell
14,724
-46
-0.3% -$4.1K 0.06% 203
2014
Q4 		$1.3M Sell
14,770
-46
-0.3% -$4.21K 0.05% 210
2014
Q3 		$1.36M Buy
14,816
+13,543
+1,064% +$1.29M 0.06% 194
2014
Q2 		$119K Buy
+1,273
New +$121K ﹤0.01% 321
2014
Q1 		– Sell
-19,660
Closed -$1.92M – 384
2013
Q4 		$1.92M Buy
19,660
+11,030
+128% +$1.04M 0.08% 195
2013
Q3 		$838K Buy
8,630
+1,480
+21% +$149K 0.04% 241
2013
Q2 		$738K Buy
+7,150
New +$795K 0.04% 226

Other funds holding FMX

First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $141B AUM 34.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

McKinley Capital Management's FMX Position: Q2 2024 in Review

McKinley Capital Management reduced its Fomento Económico Mexicano (FMX) stake by 9.9% in Q2 2024, selling an estimated $491K and leaving 38,296 shares worth $4.12M. The position accounts for 0.72% of the portfolio, ranked #43.

McKinley Capital Management first reported a position in FMX in Q2 2013 and has held it in 23 quarters since. The position peaked at $5.69M in Q4 2023. 309 funds tracked by Wall St. Rank hold FMX as of Q2 2024.

  • McKinley Capital Management held 38,296 shares of Fomento Económico Mexicano worth $4.12M as of Q2 2024.
  • McKinley Capital Management sold 4,196 Fomento Económico Mexicano shares in Q2 2024, an estimated $491K.
  • Fomento Económico Mexicano made up 0.72% of McKinley Capital Management's portfolio in Q2 2024, its #43 holding.
  • McKinley Capital Management first reported a position in Fomento Económico Mexicano in Q2 2013 and has held it in 23 quarters since.
  • McKinley Capital Management's Fomento Económico Mexicano position peaked at $5.69M in Q4 2023.
  • 309 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2024.

Based on McKinley Capital Management's 13F filing for Q2 2024, filed 12 Aug 2024.