OAG
FMX icon

Orbis Allan Gray’s Fomento Económico Mexicano FMX Stock Holding History

Orbis Allan Gray’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
2023
Q3 		– Sell
-60,034
Closed -$6.65M – 78
2023
Q2 		$6.65M Sell
60,034
-175,650
-75% -$17.7M 0.05% 70
2023
Q1 		$22.4M Sell
235,684
-159,768
-40% -$14M 0.18% 54
2022
Q4 		$30.9M Sell
395,452
-256,306
-39% -$18.9M 0.25% 51
2022
Q3 		$40.9M Buy
651,758
+214,006
+49% +$13.5M 0.34% 42
2022
Q2 		$29.5M Sell
437,752
-853,716
-66% -$63.1M 0.24% 49
2022
Q1 		$107M Sell
1,291,468
-2,415,231
-65% -$190M 0.78% 28
2021
Q4 		$288M Sell
3,706,699
-1,091,276
-23% -$85.5M 2.13% 19
2021
Q3 		$416M Sell
4,797,975
-2,631,387
-35% -$226M 2.86% 14
2021
Q2 		$628M Sell
7,429,362
-230,381
-3% -$18.9M 3.97% 9
2021
Q1 		$577M Buy
7,659,743
+1,107,392
+17% +$80.6M 4.13% 9
2020
Q4 		$496M Buy
6,552,351
+866,197
+15% +$57.9M 3.6% 10
2020
Q3 		$320M Buy
5,686,154
+1,847,702
+48% +$108M 2.51% 13
2020
Q2 		$238M Buy
3,838,452
+1,413,805
+58% +$90M 1.79% 15
2020
Q1 		$147M Buy
2,424,647
+474,756
+24% +$40.1M 1.4% 18
2019
Q4 		$184M Buy
1,949,891
+1,895,833
+3,507% +$174M 1.29% 21
2019
Q3 		$4.95M Buy
54,058
+16,400
+44% +$1.51M 0.04% 46
2019
Q2 		$3.64M Buy
37,658
+11,382
+43% +$1.1M 0.03% 43
2019
Q1 		$2.42M Buy
+26,276
New +$2.4M 0.02% 47

Other funds holding FMX

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
TCIM
TOMS Capital Investment Management New York $3.81B AUM 26.36% 1-Year Est. Return

Orbis Allan Gray's FMX Position: Q3 2023 in Review

Orbis Allan Gray sold out of Fomento Económico Mexicano (FMX) in Q3 2023, closing a stake of 60,034 shares — an estimated $6.65M sold.

Orbis Allan Gray first reported a position in FMX in Q1 2019 and held it in 18 quarters. The position peaked at $628M in Q2 2021. 308 funds tracked by Wall St. Rank hold FMX as of Q3 2023.

  • Orbis Allan Gray reported no remaining Fomento Económico Mexicano position as of Q3 2023 after selling out during the quarter.
  • Orbis Allan Gray sold 60,034 Fomento Económico Mexicano shares in Q3 2023, an estimated $6.65M.
  • Orbis Allan Gray first reported a position in Fomento Económico Mexicano in Q1 2019 and held it in 18 quarters.
  • Orbis Allan Gray's Fomento Económico Mexicano position peaked at $628M in Q2 2021.
  • 308 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q3 2023.

Based on Orbis Allan Gray's 13F filing for Q3 2023, filed 14 Nov 2023.