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

Newfoundland 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
2022 Q1	–	Sell	-129,452	Closed	-$10.1M	–	43
2021 Q4	$10.1M	Sell	129,452 -8,789	-6%	-$688K	3.55%	10
2021 Q3	$12M	Sell	138,241 -36,585	-21%	-$3.15M	2.04%	8
2021 Q2	$14.8K	Buy	174,826 +28,660	+20%	+$2.35M	0.94%	6
2021 Q1	$11M	Buy	+146,166	New	+$10.6M	3.63%	8
2020 Q2	–	Sell	-77,923	Closed	-$4.71M	–	70
2020 Q1	$4.71M	Buy	+77,923	New	+$6.58M	1.02%	16
2018 Q4	–	Sell	-13,300	Closed	-$1.32M	–	52
2018 Q3	$1.32M	Sell	13,300 -2,700	-17%	-$260K	0.44%	21
2018 Q2	$1.41M	Buy	+16,000	New	+$1.41M	0.32%	29
2017 Q1	–	Sell	-7,519	Closed	-$573K	–	29
2016 Q4	$573K	Buy	+7,519	New	+$644K	0.47%	21

Other funds holding FMX

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

First Eagle Investment Management New York $59B AUM 32.99% 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

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Newfoundland Capital Management's FMX Position: Q1 2022 in Review

Newfoundland Capital Management sold out of Fomento Económico Mexicano (FMX) in Q1 2022, closing a stake of 129,452 shares — an estimated $10.1M sold.

Newfoundland Capital Management first reported a position in FMX in Q4 2016 and held it in 8 quarters. The position peaked at $12M in Q3 2021. 240 funds tracked by Wall St. Rank hold FMX as of Q1 2022.

Newfoundland Capital Management reported no remaining Fomento Económico Mexicano position as of Q1 2022 after selling out during the quarter.
Newfoundland Capital Management sold 129,452 Fomento Económico Mexicano shares in Q1 2022, an estimated $10.1M.
Newfoundland Capital Management first reported a position in Fomento Económico Mexicano in Q4 2016 and held it in 8 quarters.
Newfoundland Capital Management's Fomento Económico Mexicano position peaked at $12M in Q3 2021.
240 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2022.

Based on Newfoundland Capital Management's 13F filing for Q1 2022, filed 16 May 2022.