Sumitomo Mitsui Trust Group’s Fomento Económico Mexicano FMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,350
| Closed | -$306K | – | 1095 |
|
|
2024
Q1 | $306K | Buy |
2,350
+550
| +31% | +$71.8K | ﹤0.01% | 1072 |
|
|
2023
Q4 | $235K | Buy |
+1,800
| New | +$214K | ﹤0.01% | 1103 |
|
|
2023
Q2 | – | Sell |
-2,200
| Closed | -$209K | – | 1149 |
|
|
2023
Q1 | $209K | Buy |
+2,200
| New | +$192K | ﹤0.01% | 1133 |
|
|
2022
Q4 | – | Sell |
-5,334
| Closed | -$335K | – | 1200 |
|
|
2022
Q3 | $335K | Sell |
5,334
-724
| -12% | -$45.6K | ﹤0.01% | 1156 |
|
|
2022
Q2 | $409K | Hold |
6,058
| – | – | ﹤0.01% | 1152 |
|
|
2022
Q1 | $502K | Hold |
6,058
| – | – | ﹤0.01% | 1111 |
|
|
2021
Q4 | $471K | Sell |
6,058
-1,150
| -16% | -$90.1K | ﹤0.01% | 1097 |
|
|
2021
Q3 | $625K | Sell |
7,208
-550
| -7% | -$47.3K | ﹤0.01% | 1084 |
|
|
2021
Q2 | $656K | Sell |
7,758
-700
| -8% | -$57.3K | ﹤0.01% | 1086 |
|
|
2021
Q1 | $637K | Sell |
8,458
-500
| -6% | -$36.4K | ﹤0.01% | 1060 |
|
|
2020
Q4 | $679K | Sell |
8,958
-5,620
| -39% | -$376K | ﹤0.01% | 1041 |
|
|
2020
Q3 | $819K | Sell |
14,578
-3,250
| -18% | -$190K | ﹤0.01% | 985 |
|
|
2020
Q2 | $1.11M | Sell |
17,828
-84,685
| -83% | -$5.39M | ﹤0.01% | 951 |
|
|
2020
Q1 | $6.2M | Sell |
102,513
-150
| -0.1% | -$12.7K | 0.01% | 768 |
|
|
2019
Q4 | $9.7M | Buy |
102,663
+118
| +0.1% | +$10.8K | 0.01% | 745 |
|
|
2019
Q3 | $9.39M | Buy |
102,545
+85,300
| +495% | +$7.87M | 0.01% | 734 |
|
|
2019
Q2 | $1.67M | Buy |
17,245
+3,078
| +22% | +$298K | ﹤0.01% | 856 |
|
|
2019
Q1 | $1.31M | Buy |
14,167
+2,314
| +20% | +$211K | ﹤0.01% | 826 |
|
|
2018
Q4 | $1.01M | Sell |
11,853
-1,250
| -10% | -$111K | ﹤0.01% | 799 |
|
|
2018
Q3 | $1.3M | Buy |
13,103
+415
| +3% | +$40K | ﹤0.01% | 797 |
|
|
2018
Q2 | $1.11M | Buy |
12,688
+610
| +5% | +$53.9K | ﹤0.01% | 808 |
|
|
2018
Q1 | $1.1M | Buy |
12,078
+1,220
| +11% | +$114K | ﹤0.01% | 801 |
|
|
2017
Q4 | $1.02M | Sell |
10,858
-1,380
| -11% | -$126K | ﹤0.01% | 809 |
|
|
2017
Q3 | $1.17M | Buy |
12,238
+836
| +7% | +$83.3K | ﹤0.01% | 801 |
|
|
2017
Q2 | $1.12M | Sell |
11,402
-1,600
| -12% | -$149K | ﹤0.01% | 790 |
|
|
2017
Q1 | $1.15M | Sell |
13,002
-700
| -5% | -$57K | ﹤0.01% | 771 |
|
|
2016
Q4 | $1.04M | Sell |
13,702
-656
| -5% | -$56.2K | ﹤0.01% | 776 |
|
|
2016
Q3 | $1.32M | Buy |
14,358
+658
| +5% | +$60.6K | ﹤0.01% | 747 |
|
|
2016
Q2 | $1.27M | Sell |
13,700
-900
| -6% | -$82.3K | ﹤0.01% | 744 |
|
|
2016
Q1 | $1.41M | Buy |
14,600
+100
| +0.7% | +$9.14K | ﹤0.01% | 756 |
|
|
2015
Q4 | $1.33M | Sell |
14,500
-1,700
| -10% | -$163K | ﹤0.01% | 761 |
|
|
2015
Q3 | $1.45M | Sell |
16,200
-500
| -3% | -$44.5K | ﹤0.01% | 742 |
|
|
2015
Q2 | $1.49M | Sell |
16,700
-1,800
| -10% | -$167K | ﹤0.01% | 763 |
|
|
2015
Q1 | $1.73M | Buy |
18,500
+1,200
| +7% | +$107K | ﹤0.01% | 740 |
|
|
2014
Q4 | $1.53M | Sell |
17,300
-2,700
| -14% | -$247K | ﹤0.01% | 750 |
|
|
2014
Q3 | $1.84M | Sell |
20,000
-2,200
| -10% | -$210K | ﹤0.01% | 717 |
|
|
2014
Q2 | $2.08M | Sell |
22,200
-2,100
| -9% | -$199K | ﹤0.01% | 667 |
|
|
2014
Q1 | $2.27M | Sell |
24,300
-2,100
| -8% | -$188K | ﹤0.01% | 655 |
|
|
2013
Q4 | $2.59M | Sell |
26,400
-8,420
| -24% | -$792K | 0.01% | 643 |
|
|
2013
Q3 | $3.38M | Sell |
34,820
-2,200
| -6% | -$221K | 0.01% | 622 |
|
|
2013
Q2 | $3.82M | Buy |
+37,020
| New | +$4.12M | 0.01% | 620 |
|
Other funds holding FMX
HL
N
