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Vontobel Asset Management’s Fomento Económico Mexicano FMX Stock Holding History

Vontobel Asset 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 		$53M Buy
415,696
+53,080
+15% +$6.93M 0.29% 47
2023
Q4 		$45.8M Buy
362,616
+335,822
+1,253% +$40M 0.27% 44
2023
Q3 		$2.68M Sell
26,794
-37,266
-58% -$4.14M 0.02% 56
2023
Q2 		$6.79M Sell
64,060
-7,081
-10% -$712K 0.05% 55
2023
Q1 		$6.49M Sell
71,141
-9,712
-12% -$850K 0.05% 54
2022
Q4 		$6.08M Sell
80,853
-73,833
-48% -$5.43M 0.05% 54
2022
Q3 		$9.7M Sell
154,686
-60,077
-28% -$3.78M 0.08% 56
2022
Q2 		$14.4M Buy
214,763
+30,667
+17% +$2.27M 0.11% 51
2022
Q1 		$15.3M Sell
184,096
-1,779,434
-91% -$140M 0.1% 50
2021
Q4 		$149M Sell
1,963,530
-837,807
-30% -$65.6M 0.88% 31
2021
Q3 		$239M Sell
2,801,337
-189,728
-6% -$16.3M 1.34% 24
2021
Q2 		$248M Sell
2,991,065
-77,538
-3% -$6.35M 1.27% 26
2021
Q1 		$227M Sell
3,068,603
-616,093
-17% -$44.8M 1.38% 27
2020
Q4 		$274M Sell
3,684,696
-190,518
-5% -$12.7M 1.62% 26
2020
Q3 		$214M Buy
3,875,214
+464,645
+14% +$27.1M 1.29% 32
2020
Q2 		$209M Sell
3,410,569
-2,151,830
-39% -$137M 1.4% 31
2020
Q1 		$333M Buy
5,562,399
+89,864
+2% +$7.59M 2.52% 12
2019
Q4 		$511M Sell
5,472,535
-16,370
-0.3% -$1.5M 3.25% 8
2019
Q3 		$501M Sell
5,488,905
-156,849
-3% -$14.5M 3.37% 9
2019
Q2 		$541M Sell
5,645,754
-190,437
-3% -$18.4M 4.06% 5
2019
Q1 		$534M Sell
5,836,191
-721,769
-11% -$65.8M 4.28% 4
2018
Q4 		$578M Sell
6,557,960
-429,124
-6% -$38.1M 4.99% 3
2018
Q3 		$703M Sell
6,987,084
-193,419
-3% -$18.6M 5.33% 3
2018
Q2 		$642M Buy
7,180,503
+499,687
+7% +$44.1M 4.77% 4
2018
Q1 		$619M Sell
6,680,816
-1,824,596
-21% -$171M 4.44% 4
2017
Q4 		$810M Sell
8,505,412
-851,087
-9% -$77.7M 5.77% 3
2017
Q3 		$907M Buy
9,356,499
+151,034
+2% +$15M 6.58% 3
2017
Q2 		$922M Sell
9,205,465
-351,912
-4% -$32.8M 7.12% 3
2017
Q1 		$866M Sell
9,557,377
-1,138,616
-11% -$92.7M 7.38% 3
2016
Q4 		$835M Buy
10,695,993
+3,053,986
+40% +$261M 7.3% 2
2016
Q3 		$716M Buy
7,642,007
+617,940
+9% +$56.9M 5.61% 3
2016
Q2 		$660M Sell
7,024,067
-1,341,938
-16% -$123M 5.37% 4
2016
Q1 		$810M Sell
8,366,005
-2,207,903
-21% -$202M 6.25% 2
2015
Q4 		$998M Buy
10,573,908
+1,323,020
+14% +$127M 7.7% 1
2015
Q3 		$837M Buy
9,250,888
+476,500
+5% +$42.4M 7.14% 2
2015
Q2 		$786M Buy
8,774,388
+285,655
+3% +$26.5M 5.96% 4
2015
Q1 		$800M Buy
8,488,733
+2,371,961
+39% +$212M 6.07% 3
2014
Q4 		$538M Buy
6,116,772
+86,820
+1% +$7.95M 4.39% 6
2014
Q3 		$551M Buy
6,029,952
+100,176
+2% +$9.56M 4.29% 8
2014
Q2 		$547M Buy
5,929,776
+135,000
+2% +$12.8M 5.52% 4
2014
Q1 		$534M Sell
5,794,776
-207,260
-3% -$18.5M 6.19% 3
2013
Q4 		$581M Sell
6,002,036
-214,650
-3% -$20.2M 6.74% 3
2013
Q3 		$595M Sell
6,216,686
-123,961
-2% -$12.5M 8.21% 4
2013
Q2 		$648M Buy
+6,340,647
New +$705M 8.33% 3

Other funds holding FMX

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Vontobel Asset Management's FMX Position: Q1 2024 in Review

Vontobel Asset Management increased its Fomento Económico Mexicano (FMX) stake by 15% in Q1 2024, buying an estimated $6.93M and bringing the position to 415,696 shares worth $53M. The position accounts for 0.29% of the portfolio, ranked #47.

Vontobel Asset Management first reported a position in FMX in Q2 2013 and has held it in 44 quarters since. The position peaked at $998M in Q4 2015. 329 funds tracked by Wall St. Rank hold FMX as of Q1 2024.

  • Vontobel Asset Management held 415,696 shares of Fomento Económico Mexicano worth $53M as of Q1 2024.
  • Vontobel Asset Management bought 53,080 Fomento Económico Mexicano shares in Q1 2024, an estimated $6.93M.
  • Fomento Económico Mexicano made up 0.29% of Vontobel Asset Management's portfolio in Q1 2024, its #47 holding.
  • Vontobel Asset Management first reported a position in Fomento Económico Mexicano in Q2 2013 and has held it in 44 quarters since.
  • Vontobel Asset Management's Fomento Económico Mexicano position peaked at $998M in Q4 2015.
  • 329 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2024.

Based on Vontobel Asset Management's 13F filing for Q1 2024, filed 15 May 2024.