Schubert & Co’s Fomento Económico Mexicano FMX Stock Holding History

Schubert & Co’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 Q2	–	Sell	-22	Closed	-$2.1K	–	577
2023 Q1	$2.1K	Sell	22 -1	-4%	-$87	﹤0.01%	898
2022 Q4	$1.8K	Buy	23 +1	+5%	+$74	﹤0.01%	930
2022 Q3	$1K	Sell	22 -3	-12%	-$189	﹤0.01%	1094
2022 Q2	$2K	Buy	+25	New	+$1.85K	﹤0.01%	769

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

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

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

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return

CGI

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

Schubert & Co's FMX Position: Q2 2023 in Review

Schubert & Co sold out of Fomento Económico Mexicano (FMX) in Q2 2023, closing a stake of 22 shares — an estimated $2.1K sold.

Schubert & Co first reported a position in FMX in Q2 2022 and held it in 4 quarters. The position peaked at $2.1K in Q1 2023. 292 funds tracked by Wall St. Rank hold FMX as of Q2 2023.

Schubert & Co reported no remaining Fomento Económico Mexicano position as of Q2 2023 after selling out during the quarter.
Schubert & Co sold 22 Fomento Económico Mexicano shares in Q2 2023, an estimated $2.1K.
Schubert & Co first reported a position in Fomento Económico Mexicano in Q2 2022 and held it in 4 quarters.
Schubert & Co's Fomento Económico Mexicano position peaked at $2.1K in Q1 2023.
292 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.