River Road Asset Management’s Fomento Económico Mexicano FMX Stock Holding History

River Road Asset 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
2023 Q4	–	Sell	-2,305	Closed	-$252K	–	172
2023 Q3	$252K	Buy	2,305 +115	+5%	+$12.8K	﹤0.01%	174
2023 Q2	$243K	Buy	+2,190	New	+$220K	﹤0.01%	172
2022 Q1	–	Sell	-1,006,657	Closed	-$78.2M	–	157
2021 Q4	$78.2M	Sell	1,006,657 -302,508	-23%	-$23.7M	0.83%	45
2021 Q3	$114M	Sell	1,309,165 -26,712	-2%	-$2.3M	1.26%	25
2021 Q2	$113M	Sell	1,335,877 -141,787	-10%	-$11.6M	1.21%	26
2021 Q1	$111M	Buy	1,477,664 +1,472,408	+28,014%	+$107M	1.35%	25
2020 Q4	$398K	Buy	+5,256	New	+$352K	0.01%	132

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

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

River Road Asset Management's FMX Position: Q4 2023 in Review

River Road Asset Management sold out of Fomento Económico Mexicano (FMX) in Q4 2023, closing a stake of 2,305 shares — an estimated $252K sold.

River Road Asset Management first reported a position in FMX in Q4 2020 and held it in 7 quarters. The position peaked at $114M in Q3 2021. 334 funds tracked by Wall St. Rank hold FMX as of Q4 2023.

River Road Asset Management reported no remaining Fomento Económico Mexicano position as of Q4 2023 after selling out during the quarter.
River Road Asset Management sold 2,305 Fomento Económico Mexicano shares in Q4 2023, an estimated $252K.
River Road Asset Management first reported a position in Fomento Económico Mexicano in Q4 2020 and held it in 7 quarters.
River Road Asset Management's Fomento Económico Mexicano position peaked at $114M in Q3 2021.
334 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q4 2023.

Based on River Road Asset Management's 13F filing for Q4 2023, filed 31 Jan 2024.