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UBS O'Connor’s Fomento Económico Mexicano FMX Stock Holding History

UBS O'Connor’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
2025
Q4 		– Sell
-40,075
Closed -$3.95M – 263
2025
Q3 		$3.95M Buy
+40,075
New +$3.72M 0.12% 79
2016
Q1 		– Sell
-19,150
Closed -$1.77M – 481
2015
Q4 		$1.77M Buy
19,150
+1,650
+9% +$159K 0.02% 332
2015
Q3 		$1.56M Sell
17,500
-56,370
-76% -$5.01M 0.01% 401
2015
Q2 		$6.58M Buy
73,870
+31,182
+73% +$2.89M 0.05% 301
2015
Q1 		$3.99M Buy
42,688
+36,438
+583% +$3.25M 0.04% 308
2014
Q4 		$550K Buy
+6,250
New +$572K 0.01% 401

Other funds holding FMX

First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS O'Connor's FMX Position: Q4 2025 in Review

UBS O'Connor sold out of Fomento Económico Mexicano (FMX) in Q4 2025, closing a stake of 40,075 shares — an estimated $3.95M sold.

UBS O'Connor first reported a position in FMX in Q4 2014 and held it in 6 quarters. The position peaked at $6.58M in Q2 2015. 295 funds tracked by Wall St. Rank hold FMX as of Q4 2025.

  • UBS O'Connor reported no remaining Fomento Económico Mexicano position as of Q4 2025 after selling out during the quarter.
  • UBS O'Connor sold 40,075 Fomento Económico Mexicano shares in Q4 2025, an estimated $3.95M.
  • UBS O'Connor first reported a position in Fomento Económico Mexicano in Q4 2014 and held it in 6 quarters.
  • UBS O'Connor's Fomento Económico Mexicano position peaked at $6.58M in Q2 2015.
  • 295 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q4 2025.

Based on UBS O'Connor's 13F filing for Q4 2025, filed 13 Feb 2026.