Saturna Capital’s Fomento Económico Mexicano FMX Stock Holding History

Saturna Capital’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
2020 Q4	–	Sell	-13,600	Closed	-$764K	–	175
2020 Q3	$764K	Sell	13,600 -15,900	-54%	-$928K	0.02%	106
2020 Q2	$1.83M	Sell	29,500 -500	-2%	-$31.8K	0.05%	80
2020 Q1	$1.7M	Hold	30,000	–	–	0.05%	84
2019 Q4	$2.83M	Hold	30,000	–	–	0.08%	78
2019 Q3	$2.75M	Hold	30,000	–	–	0.08%	80
2019 Q2	$2.9M	Hold	30,000	–	–	0.09%	77
2019 Q1	$2.77M	Hold	30,000	–	–	0.08%	77
2018 Q4	$2.58M	Hold	30,000	–	–	0.09%	76
2018 Q3	$2.97M	Hold	30,000	–	–	0.09%	77
2018 Q2	$2.63M	Hold	30,000	–	–	0.08%	78
2018 Q1	$2.74M	Hold	30,000	–	–	0.09%	77
2017 Q4	$2.82M	Hold	30,000	–	–	0.09%	78
2017 Q3	$2.87M	Hold	30,000	–	–	0.09%	80
2017 Q2	$2.95M	Hold	30,000	–	–	0.1%	79
2017 Q1	$2.66M	Hold	30,000	–	–	0.09%	82
2016 Q4	$2.29M	Hold	30,000	–	–	0.08%	85
2016 Q3	$2.76M	Hold	30,000	–	–	0.09%	84
2016 Q2	$2.77M	Hold	30,000	–	–	0.09%	84
2016 Q1	$2.89M	Hold	30,000	–	–	0.09%	85
2015 Q4	$2.77M	Hold	30,000	–	–	0.09%	91
2015 Q3	$2.68M	Hold	30,000	–	–	0.08%	94
2015 Q2	$2.67M	Hold	30,000	–	–	0.08%	94
2015 Q1	$2.81M	Hold	30,000	–	–	0.08%	99
2014 Q4	$2.64M	Hold	30,000	–	–	0.07%	106
2014 Q3	$2.76M	Hold	30,000	–	–	0.07%	111
2014 Q2	$2.81M	Hold	30,000	–	–	0.07%	112
2014 Q1	$2.8M	Hold	30,000	–	–	0.07%	113
2013 Q4	$2.94M	Hold	30,000	–	–	0.07%	120
2013 Q3	$2.91M	Hold	30,000	–	–	0.08%	125
2013 Q2	$3.1M	Buy	+30,000	New	+$3.34M	0.08%	124

Other funds holding FMX

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

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

VAM

Vontobel Asset Management New York $18.1B AUM 28.09% 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

Saturna Capital's FMX Position: Q4 2020 in Review

Saturna Capital sold out of Fomento Económico Mexicano (FMX) in Q4 2020, closing a stake of 13,600 shares — an estimated $764K sold.

Saturna Capital first reported a position in FMX in Q2 2013 and held it in 30 quarters. The position peaked at $3.1M in Q2 2013. 223 funds tracked by Wall St. Rank hold FMX as of Q4 2020.

Saturna Capital reported no remaining Fomento Económico Mexicano position as of Q4 2020 after selling out during the quarter.
Saturna Capital sold 13,600 Fomento Económico Mexicano shares in Q4 2020, an estimated $764K.
Saturna Capital first reported a position in Fomento Económico Mexicano in Q2 2013 and held it in 30 quarters.
Saturna Capital's Fomento Económico Mexicano position peaked at $3.1M in Q2 2013.
223 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q4 2020.

Based on Saturna Capital's 13F filing for Q4 2020, filed 12 Feb 2021.