Sageworth Trust’s Fomento Económico Mexicano FMX Stock Holding History

Sageworth Trust’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 Q1	–	Sell	-122	Closed	-$9K	–	509
2021 Q4	$9K	Sell	122 -408	-77%	-$32K	﹤0.01%	287
2021 Q3	$46K	Hold	530	–	–	﹤0.01%	199
2021 Q2	$45K	Hold	530	–	–	﹤0.01%	248
2021 Q1	$40K	Buy	+530	New	+$38.6K	﹤0.01%	192
2020 Q3	–	Sell	-50	Closed	-$3K	–	251
2020 Q2	$3K	Hold	50	–	–	﹤0.01%	155
2020 Q1	$3K	Hold	50	–	–	﹤0.01%	149
2019 Q4	$5K	Hold	50	–	–	﹤0.01%	169
2019 Q3	$5K	Hold	50	–	–	﹤0.01%	158
2019 Q2	$5K	Hold	50	–	–	﹤0.01%	163
2019 Q1	$5K	Sell	50 -150	-75%	-$13.7K	﹤0.01%	192
2018 Q4	$17K	Hold	200	–	–	﹤0.01%	102
2018 Q3	$20K	Buy	200 +150	+300%	+$14.4K	﹤0.01%	123
2018 Q2	$4K	Buy	+50	New	+$4.42K	﹤0.01%	130

Other funds holding FMX

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

First Eagle Investment Management New York $60.8B AUM 26.63% 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

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

CGI

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

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

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

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

Sageworth Trust's FMX Position: Q1 2022 in Review

Sageworth Trust sold out of Fomento Económico Mexicano (FMX) in Q1 2022, closing a stake of 122 shares — an estimated $9K sold.

Sageworth Trust first reported a position in FMX in Q2 2018 and held it in 13 quarters. The position peaked at $46K in Q3 2021. 240 funds tracked by Wall St. Rank hold FMX as of Q1 2022.

Sageworth Trust reported no remaining Fomento Económico Mexicano position as of Q1 2022 after selling out during the quarter.
Sageworth Trust sold 122 Fomento Económico Mexicano shares in Q1 2022, an estimated $9K.
Sageworth Trust first reported a position in Fomento Económico Mexicano in Q2 2018 and held it in 13 quarters.
Sageworth Trust's Fomento Económico Mexicano position peaked at $46K in Q3 2021.
240 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2022.

Based on Sageworth Trust's 13F filing for Q1 2022, filed 6 May 2022.