Triasima Portfolio Management’s Fomento Económico Mexicano FMX Stock Holding History

Triasima Portfolio 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 Q3	–	Sell	-5,315	Closed	-$572K	–	106
2024 Q2	$572K	Sell	5,315 -36,405	-87%	-$4.26M	0.05%	114
2024 Q1	$5.43M	Sell	41,720 -3,325	-7%	-$434K	0.46%	44
2023 Q4	$5.87M	Sell	45,045 -1,575	-3%	-$187K	0.49%	39
2023 Q3	$5.09M	Buy	46,620 +34,140	+274%	+$3.79M	0.47%	45
2023 Q2	$1.83M	Buy	+12,480	New	+$1.26M	0.12%	83

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

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Triasima Portfolio Management's FMX Position: Q3 2024 in Review

Triasima Portfolio Management sold out of Fomento Económico Mexicano (FMX) in Q3 2024, closing a stake of 5,315 shares — an estimated $572K sold.

Triasima Portfolio Management first reported a position in FMX in Q2 2023 and held it in 5 quarters. The position peaked at $5.87M in Q4 2023. 313 funds tracked by Wall St. Rank hold FMX as of Q3 2024.

Triasima Portfolio Management reported no remaining Fomento Económico Mexicano position as of Q3 2024 after selling out during the quarter.
Triasima Portfolio Management sold 5,315 Fomento Económico Mexicano shares in Q3 2024, an estimated $572K.
Triasima Portfolio Management first reported a position in Fomento Económico Mexicano in Q2 2023 and held it in 5 quarters.
Triasima Portfolio Management's Fomento Económico Mexicano position peaked at $5.87M in Q4 2023.
313 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q3 2024.

Based on Triasima Portfolio Management's 13F filing for Q3 2024, filed 12 Nov 2024.