Perpetual Investment Management’s Fomento Económico Mexicano FMX Stock Holding History

Perpetual Investment 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 Q4	$9.19M	Buy	117,681 +20,299	+21%	+$1.49M	1.1%	34
2022 Q3	$6.11M	Buy	+97,382	New	+$6.13M	0.89%	35
2022 Q2	–	Sell	-81,191	Closed	-$6M	–	39
2022 Q1	$6.73M	Buy	81,191 +1,342	+2%	+$106K	0.84%	38
2021 Q4	$6.21M	Buy	79,849 +5,671	+8%	+$444K	0.71%	47
2021 Q3	$6.43M	Sell	74,178 -656	-0.9%	-$56.4K	0.82%	41
2021 Q2	$6.32M	Buy	74,834 +1,716	+2%	+$141K	0.9%	40
2021 Q1	$5.49M	Sell	73,118 -169	-0.2%	-$12.3K	0.91%	43
2020 Q4	$5.56M	Buy	+73,287	New	+$4.9M	0.82%	51

Other funds holding FMX

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CGI

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Perpetual Investment Management's FMX Position: Q4 2022 in Review

Perpetual Investment Management increased its Fomento Económico Mexicano (FMX) stake by 21% in Q4 2022, buying an estimated $1.49M and bringing the position to 117,681 shares worth $9.19M. The position accounts for 1.1% of the portfolio, ranked #34.

Perpetual Investment Management first reported a position in FMX in Q4 2020 and has held it in 8 quarters since. 260 funds tracked by Wall St. Rank hold FMX as of Q4 2022.

Perpetual Investment Management held 117,681 shares of Fomento Económico Mexicano worth $9.19M as of Q4 2022.
Perpetual Investment Management bought 20,299 Fomento Económico Mexicano shares in Q4 2022, an estimated $1.49M.
Fomento Económico Mexicano made up 1.1% of Perpetual Investment Management's portfolio in Q4 2022, its #34 holding.
Perpetual Investment Management first reported a position in Fomento Económico Mexicano in Q4 2020 and has held it in 8 quarters since.
260 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q4 2022.

Based on Perpetual Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.