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NS Partners’s Fomento Económico Mexicano FMX Stock Holding History

NS Partners’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
2020
Q3 		– Sell
-61,310
Closed -$3.8M – 74
2020
Q2 		$3.8M Buy
61,310
+700
+1% +$44.6K 0.28% 71
2020
Q1 		$3.67M Buy
60,610
+2,000
+3% +$169K 0.34% 64
2019
Q4 		$5.54M Buy
58,610
+5,127
+10% +$471K 0.44% 65
2019
Q3 		$4.9M Buy
53,483
+1,400
+3% +$129K 0.44% 67
2019
Q2 		$5.04M Buy
52,083
+8,600
+20% +$833K 0.46% 67
2019
Q1 		$4.01M Buy
43,483
+1,500
+4% +$137K 0.37% 77
2018
Q4 		$3.61M Buy
41,983
+1,000
+2% +$88.8K 0.39% 77
2018
Q3 		$4.06M Buy
40,983
+900
+2% +$86.7K 0.39% 79
2018
Q2 		$3.52M Sell
40,083
-8,500
-17% -$751K 0.36% 82
2018
Q1 		$4.44M Buy
48,583
+31,400
+183% +$2.94M 0.47% 74
2017
Q4 		$1.61M Hold
17,183
– – 0.18% 91
2017
Q3 		$1.64M Buy
17,183
+6,882
+67% +$686K 0.2% 92
2017
Q2 		$1.01M Sell
10,301
-421
-4% -$39.2K 0.13% 88
2017
Q1 		$949K Buy
10,722
+415
+4% +$33.8K 0.14% 97
2016
Q4 		$785K Buy
10,307
+382
+4% +$32.7K 0.12% 103
2016
Q3 		$913K Sell
9,925
-1,258
-11% -$116K 0.15% 100
2016
Q2 		$1.03M Buy
11,183
+1,440
+15% +$132K 0.18% 93
2016
Q1 		$938K Sell
9,743
-2,544
-21% -$232K 0.17% 94
2015
Q4 		$1.14M Sell
12,287
-1,439
-10% -$138K 0.2% 89
2015
Q3 		$1.23M Buy
13,726
+9,903
+259% +$881K 0.22% 84
2015
Q2 		$341K Buy
+3,823
New +$355K 0.05% 99

Other funds holding FMX

HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.59B AUM 12.96% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

NS Partners's FMX Position: Q3 2020 in Review

NS Partners sold out of Fomento Económico Mexicano (FMX) in Q3 2020, closing a stake of 61,310 shares — an estimated $3.8M sold.

NS Partners first reported a position in FMX in Q2 2015 and held it in 21 quarters. The position peaked at $5.54M in Q4 2019. 213 funds tracked by Wall St. Rank hold FMX as of Q3 2020.

  • NS Partners reported no remaining Fomento Económico Mexicano position as of Q3 2020 after selling out during the quarter.
  • NS Partners sold 61,310 Fomento Económico Mexicano shares in Q3 2020, an estimated $3.8M.
  • NS Partners first reported a position in Fomento Económico Mexicano in Q2 2015 and held it in 21 quarters.
  • NS Partners's Fomento Económico Mexicano position peaked at $5.54M in Q4 2019.
  • 213 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q3 2020.

Based on NS Partners's 13F filing for Q3 2020, filed 12 Nov 2020.