Stevens Capital Management’s Fomento Económico Mexicano FMX Stock Holding History

Stevens Capital 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
2020 Q1	–	Sell	-22,473	Closed	-$2.12M	–	157
2019 Q4	$2.12M	Buy	+22,473	New	+$2.07M	0.2%	133
2019 Q2	–	Sell	-12,114	Closed	-$1.12M	–	702
2019 Q1	$1.12M	Buy	+12,114	New	+$1.11M	0.05%	382
2018 Q3	–	Sell	-4,476	Closed	-$393K	–	808
2018 Q2	$393K	Buy	+4,476	New	+$395K	0.01%	580
2017 Q1	–	Sell	-14,012	Closed	-$1.07M	–	943
2016 Q4	$1.07M	Buy	+14,012	New	+$1.2M	0.04%	421
2016 Q3	–	Sell	-15,243	Closed	-$1.41M	–	973
2016 Q2	$1.41M	Buy	15,243 +3,390	+29%	+$310K	0.06%	358
2016 Q1	$1.14M	Buy	11,853 +3,168	+36%	+$289K	0.05%	395
2015 Q4	$802K	Buy	+8,685	New	+$834K	0.03%	459
2015 Q3	–	Sell	-18,901	Closed	-$1.68M	–	1051
2015 Q2	$1.68M	Buy	+18,901	New	+$1.75M	0.06%	318
2015 Q1	–	Sell	-2,347	Closed	-$207K	–	1061
2014 Q4	$207K	Sell	2,347 -10,591	-82%	-$970K	0.01%	857
2014 Q3	$1.19M	Sell	12,938 -8,308	-39%	-$793K	0.04%	422
2014 Q2	$1.99M	Buy	+21,246	New	+$2.02M	0.05%	369

Other funds holding FMX

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

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

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

VAM

Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

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

CGI

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

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

OAG

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

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

CFM

Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return

Stevens Capital Management's FMX Position: Q1 2020 in Review

Stevens Capital Management sold out of Fomento Económico Mexicano (FMX) in Q1 2020, closing a stake of 22,473 shares — an estimated $2.12M sold.

Stevens Capital Management first reported a position in FMX in Q2 2014 and held it in 11 quarters. The position peaked at $2.12M in Q4 2019. 231 funds tracked by Wall St. Rank hold FMX as of Q1 2020.

Stevens Capital Management reported no remaining Fomento Económico Mexicano position as of Q1 2020 after selling out during the quarter.
Stevens Capital Management sold 22,473 Fomento Económico Mexicano shares in Q1 2020, an estimated $2.12M.
Stevens Capital Management first reported a position in Fomento Económico Mexicano in Q2 2014 and held it in 11 quarters.
Stevens Capital Management's Fomento Económico Mexicano position peaked at $2.12M in Q4 2019.
231 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2020.

Based on Stevens Capital Management's 13F filing for Q1 2020, filed 21 Apr 2020.