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Morningstar Investment Services’s Fomento Económico Mexicano FMX Stock Holding History

Morningstar Investment Services’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
Q4 		– Sell
-21,428
Closed -$2.13M – 226
2024
Q3 		$2.13M Buy
21,428
+706
+3% +$76.1K 0.02% 170
2024
Q2 		$2.2M Sell
20,722
-37,540
-64% -$4.39M 0.02% 161
2024
Q1 		$7.59M Sell
58,262
-137,699
-70% -$18M 0.08% 130
2023
Q4 		$25.6M Buy
195,961
+98,495
+101% +$11.7M 0.14% 114
2023
Q3 		$10.5M Buy
97,466
+1,902
+2% +$211K 0.13% 117
2023
Q2 		$10.6M Buy
95,564
+1,900
+2% +$191K 0.14% 117
2023
Q1 		$8.9M Buy
93,664
+2,727
+3% +$239K 0.12% 122
2022
Q4 		$7.09M Buy
90,937
+1,620
+2% +$119K 0.1% 127
2022
Q3 		$6.16M Buy
89,317
+2,375
+3% +$150K 0.09% 124
2022
Q2 		$5.86M Buy
86,942
+12,381
+17% +$916K 0.08% 120
2022
Q1 		$6.21M Buy
74,561
+53,317
+251% +$4.2M 0.07% 133
2021
Q4 		$1.65M Buy
21,244
+2,963
+16% +$232K 0.02% 166
2021
Q3 		$1.6M Buy
18,281
+2,015
+12% +$173K 0.02% 161
2021
Q2 		$1.37M Buy
16,266
+5,301
+48% +$434K 0.02% 166
2021
Q1 		$837K Buy
10,965
+7,967
+266% +$580K 0.01% 170
2020
Q4 		$227K Buy
+2,998
New +$201K ﹤0.01% 192
2016
Q1 		– Sell
-2,772
Closed -$256K – 220
2015
Q4 		$256K Sell
2,772
-4,664
-63% -$448K 0.01% 192
2015
Q3 		$664K Sell
7,436
-662
-8% -$58.9K 0.03% 174
2015
Q2 		$721K Sell
8,098
-1,016
-11% -$94.2K 0.03% 166
2015
Q1 		$852K Buy
9,114
+3,685
+68% +$329K 0.04% 160
2014
Q4 		$478K Buy
+5,429
New +$497K 0.02% 183

Other funds holding FMX

First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 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
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 $122B AUM 29.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Morningstar Investment Services's FMX Position: Q4 2024 in Review

Morningstar Investment Services sold out of Fomento Económico Mexicano (FMX) in Q4 2024, closing a stake of 21,428 shares — an estimated $2.13M sold.

Morningstar Investment Services first reported a position in FMX in Q4 2014 and held it in 21 quarters. The position peaked at $25.6M in Q4 2023. 290 funds tracked by Wall St. Rank hold FMX as of Q4 2024.

  • Morningstar Investment Services reported no remaining Fomento Económico Mexicano position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 21,428 Fomento Económico Mexicano shares in Q4 2024, an estimated $2.13M.
  • Morningstar Investment Services first reported a position in Fomento Económico Mexicano in Q4 2014 and held it in 21 quarters.
  • Morningstar Investment Services's Fomento Económico Mexicano position peaked at $25.6M in Q4 2023.
  • 290 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.