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Thornburg Investment Management’s Fomento Económico Mexicano FMX Stock Holding History

Thornburg Investment 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
Q3 		– Sell
-562,126
Closed -$34.9M – 168
2020
Q2 		$34.9M Sell
562,126
-216,471
-28% -$13.8M 0.45% 59
2020
Q1 		$47.1M Buy
778,597
+74,867
+11% +$6.33M 0.67% 43
2019
Q4 		$66.5M Sell
703,730
-97,175
-12% -$8.93M 0.64% 45
2019
Q3 		$73.3M Sell
800,905
-3,522
-0.4% -$325K 0.71% 44
2019
Q2 		$77.8M Buy
804,427
+10,171
+1% +$985K 0.75% 40
2019
Q1 		$73.3M Buy
794,256
+23,390
+3% +$2.13M 0.71% 45
2018
Q4 		$66.3M Buy
770,866
+84,635
+12% +$7.52M 0.65% 44
2018
Q3 		$67.9M Sell
686,231
-230,386
-25% -$22.2M 0.57% 47
2018
Q2 		$80.5M Buy
916,617
+394,436
+76% +$34.8M 0.61% 44
2018
Q1 		$47.7M Buy
522,181
+53,397
+11% +$5M 0.36% 59
2017
Q4 		$44M Buy
468,784
+70,816
+18% +$6.46M 0.31% 70
2017
Q3 		$38M Sell
397,968
-31,464
-7% -$3.13M 0.27% 79
2017
Q2 		$42.2M Sell
429,432
-58,396
-12% -$5.44M 0.32% 71
2017
Q1 		$43.2M Sell
487,828
-38,071
-7% -$3.1M 0.35% 61
2016
Q4 		$40.1M Buy
525,899
+24,367
+5% +$2.09M 0.31% 71
2016
Q3 		$46.2M Sell
501,532
-11,219
-2% -$1.03M 0.35% 64
2016
Q2 		$47.4M Buy
512,751
+77,537
+18% +$7.09M 0.37% 59
2016
Q1 		$41.9M Buy
435,214
+19,259
+5% +$1.76M 0.28% 78
2015
Q4 		$38.4M Buy
415,955
+100,207
+32% +$9.63M 0.24% 94
2015
Q3 		$28.2M Buy
315,748
+5,408
+2% +$481K 0.18% 124
2015
Q2 		$27.6M Buy
+310,340
New +$28.8M 0.16% 129
2014
Q4 		– Sell
-486,623
Closed -$44.8M – 310
2014
Q3 		$44.8M Sell
486,623
-519,230
-52% -$49.5M 0.2% 136
2014
Q2 		$94.2M Buy
1,005,853
+138,342
+16% +$13.1M 0.38% 91
2014
Q1 		$80.9M Buy
867,511
+358,987
+71% +$32.1M 0.32% 109
2013
Q4 		$49.8M Buy
508,524
+227,253
+81% +$21.4M 0.19% 128
2013
Q3 		$27.3M Buy
281,271
+88,724
+46% +$8.91M 0.11% 160
2013
Q2 		$19.9M Buy
+192,547
New +$21.4M 0.09% 159

Other funds holding FMX

HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Thornburg Investment Management's FMX Position: Q3 2020 in Review

Thornburg Investment Management sold out of Fomento Económico Mexicano (FMX) in Q3 2020, closing a stake of 562,126 shares — an estimated $34.9M sold.

Thornburg Investment Management first reported a position in FMX in Q2 2013 and held it in 27 quarters. The position peaked at $94.2M in Q2 2014. 213 funds tracked by Wall St. Rank hold FMX as of Q3 2020.

  • Thornburg Investment Management reported no remaining Fomento Económico Mexicano position as of Q3 2020 after selling out during the quarter.
  • Thornburg Investment Management sold 562,126 Fomento Económico Mexicano shares in Q3 2020, an estimated $34.9M.
  • Thornburg Investment Management first reported a position in Fomento Económico Mexicano in Q2 2013 and held it in 27 quarters.
  • Thornburg Investment Management's Fomento Económico Mexicano position peaked at $94.2M in Q2 2014.
  • 213 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q3 2020.

Based on Thornburg Investment Management's 13F filing for Q3 2020, filed 5 Nov 2020.