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Morningstar Investment Management’s Cemex CX Stock Holding History

Morningstar Investment Management’s Portfolio CX Stock Details CX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-85,829
Closed -$772K – 359
2025
Q3 		$772K Buy
+85,829
New +$733K 0.03% 392

Other funds holding CX

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PC
PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Morningstar Investment Management's CX Position: Q4 2025 in Review

Morningstar Investment Management sold out of Cemex (CX) in Q4 2025, closing a stake of 85,829 shares — an estimated $772K sold.

Morningstar Investment Management first reported a position in CX in Q3 2025 and held it in 1 quarter. The position peaked at $772K in Q3 2025. 321 funds tracked by Wall St. Rank hold CX as of Q4 2025.

  • Morningstar Investment Management reported no remaining Cemex position as of Q4 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 85,829 Cemex shares in Q4 2025, an estimated $772K.
  • Morningstar Investment Management first reported a position in Cemex in Q3 2025 and held it in 1 quarter.
  • Morningstar Investment Management's Cemex position peaked at $772K in Q3 2025.
  • 321 funds tracked by Wall St. Rank held Cemex as of Q4 2025.

Based on Morningstar Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.