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Steve Schonfeld’s Fomento Económico Mexicano FMX Stock Holding History

Steve Schonfeld’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
2025
Q1 		– Sell
-2,395
Closed -$205K – 2284
2024
Q4 		$205K Sell
2,395
-17,009
-88% -$1.58M ﹤0.01% 1759
2024
Q3 		$1.92M Buy
+19,404
New +$2.09M 0.01% 901
2024
Q2 		– Sell
-1,995
Closed -$260K – 2287
2024
Q1 		$260K Buy
1,995
+91
+5% +$11.9K ﹤0.01% 1706
2023
Q4 		$248K Buy
+1,904
New +$227K ﹤0.01% 1484
2022
Q3 		– Sell
-10,600
Closed -$716K – 3036
2022
Q2 		$716K Buy
+10,600
New +$784K 0.01% 1176
2022
Q1 		– Sell
-3,600
Closed -$280K – 2695
2021
Q4 		$280K Buy
+3,600
New +$282K ﹤0.01% 1542
2021
Q2 		– Sell
-5,600
Closed -$421K – 2055
2021
Q1 		$421K Buy
+5,600
New +$408K 0.01% 1203
2020
Q4 		– Sell
-23,131
Closed -$1.3M – 1658
2020
Q3 		$1.3M Buy
23,131
+13,143
+132% +$767K 0.02% 633
2020
Q2 		$619K Buy
9,988
+2,547
+34% +$162K 0.02% 734
2020
Q1 		$450K Buy
7,441
+1,541
+26% +$130K 0.03% 618
2019
Q4 		$557K Buy
+5,900
New +$542K 0.01% 707

Other funds holding FMX

First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return

Steve Schonfeld's FMX Position: Q1 2025 in Review

Steve Schonfeld sold out of Fomento Económico Mexicano (FMX) in Q1 2025, closing a stake of 2,395 shares — an estimated $205K sold.

Steve Schonfeld first reported a position in FMX in Q4 2019 and held it in 11 quarters. The position peaked at $1.92M in Q3 2024. 275 funds tracked by Wall St. Rank hold FMX as of Q1 2025.

  • Steve Schonfeld reported no remaining Fomento Económico Mexicano position as of Q1 2025 after selling out during the quarter.
  • Steve Schonfeld sold 2,395 Fomento Económico Mexicano shares in Q1 2025, an estimated $205K.
  • Steve Schonfeld first reported a position in Fomento Económico Mexicano in Q4 2019 and held it in 11 quarters.
  • Steve Schonfeld's Fomento Económico Mexicano position peaked at $1.92M in Q3 2024.
  • 275 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2025.

Based on Schonfeld Strategic Advisors's 13F filing for Q1 2025, filed 15 May 2025.