TOMS Capital Investment Management’s Fomento Económico Mexicano FMX Stock Holding History

TOMS Capital 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
2024 Q1	–	Sell	-587,400	Closed	-$76.6M	–	22
2023 Q4	$76.6M	Buy	587,400 +287,400	+96%	+$34.2M	3.16%	12
2023 Q3	$32.7M	Buy	+300,000	New	+$33.3M	1.43%	16
2023 Q1	–	Sell	-959,400	Closed	-$74.9M	–	28
2022 Q4	$74.9M	Sell	959,400 -1,621,900	-63%	-$119M	8.88%	6
2022 Q3	$162M	Buy	+2,581,300	New	+$163M	14.71%	2

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 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

TOMS Capital Investment Management's FMX Position: Q2 2024 in Review

TOMS Capital Investment Management sold out of Fomento Económico Mexicano (FMX) in Q2 2024, closing a stake of 980,000 shares — an estimated $128M sold.

TOMS Capital Investment Management first reported a position in FMX in Q3 2022 and held it in 7 quarters. The position peaked at $210M in Q4 2023. 309 funds tracked by Wall St. Rank hold FMX as of Q2 2024.

TOMS Capital Investment Management reported no remaining Fomento Económico Mexicano position as of Q2 2024 after selling out during the quarter.
TOMS Capital Investment Management sold 980,000 Fomento Económico Mexicano shares in Q2 2024, an estimated $128M.
TOMS Capital Investment Management first reported a position in Fomento Económico Mexicano in Q3 2022 and held it in 7 quarters.
TOMS Capital Investment Management's Fomento Económico Mexicano position peaked at $210M in Q4 2023.
309 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2024.

Based on TOMS Capital Investment Management's 13F filing for Q2 2024, filed 14 Aug 2024.