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Putnam Investments’s Fomento Económico Mexicano FMX Stock Holding History

Putnam Investments’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
Q4 		– Sell
-2,719
Closed -$297K – 1185
2023
Q3 		$297K Buy
2,719
+169
+7% +$18.8K ﹤0.01% 1073
2023
Q2 		$283K Sell
2,550
-878
-26% -$88.3K ﹤0.01% 1097
2023
Q1 		$326K Buy
+3,428
New +$300K ﹤0.01% 1072
2019
Q4 		– Sell
-196,778
Closed -$18M – 909
2019
Q3 		$18M Buy
+196,778
New +$18.1M 0.04% 271
2016
Q3 		– Sell
-14,106
Closed -$1.3M – 1289
2016
Q2 		$1.3M Buy
14,106
+472
+3% +$43.1K ﹤0.01% 1050
2016
Q1 		$1.31M Buy
13,634
+732
+6% +$66.9K ﹤0.01% 1047
2015
Q4 		$1.19M Buy
12,902
+1,936
+18% +$186K ﹤0.01% 1118
2015
Q3 		$979K Buy
+10,966
New +$975K ﹤0.01% 1175
2014
Q1 		– Sell
-9,577
Closed -$937K – 1499
2013
Q4 		$937K Sell
9,577
-32,347
-77% -$3.04M ﹤0.01% 1219
2013
Q3 		$4.07M Sell
41,924
-6,535
-13% -$656K 0.01% 802
2013
Q2 		$5M Buy
+48,459
New +$5.39M 0.01% 682

Other funds holding FMX

First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return

Putnam Investments's FMX Position: Q4 2023 in Review

Putnam Investments sold out of Fomento Económico Mexicano (FMX) in Q4 2023, closing a stake of 2,719 shares — an estimated $297K sold.

Putnam Investments first reported a position in FMX in Q2 2013 and held it in 11 quarters. The position peaked at $18M in Q3 2019. 334 funds tracked by Wall St. Rank hold FMX as of Q4 2023.

  • Putnam Investments reported no remaining Fomento Económico Mexicano position as of Q4 2023 after selling out during the quarter.
  • Putnam Investments sold 2,719 Fomento Económico Mexicano shares in Q4 2023, an estimated $297K.
  • Putnam Investments first reported a position in Fomento Económico Mexicano in Q2 2013 and held it in 11 quarters.
  • Putnam Investments's Fomento Económico Mexicano position peaked at $18M in Q3 2019.
  • 334 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q4 2023.

Based on Putnam Investments's 13F filing for Q4 2023, filed 14 Feb 2024.