Wellington Management Group’s Fomento Económico Mexicano FMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6,226
| Closed | -$420K | – | 2062 |
|
|
2022
Q2 | $420K | Sell |
6,226
-3,213
| -34% | -$238K | ﹤0.01% | 1872 |
|
|
2022
Q1 | $782K | Buy |
9,439
+6,052
| +179% | +$477K | ﹤0.01% | 1781 |
|
|
2021
Q4 | $263K | Buy |
+3,387
| New | +$265K | ﹤0.01% | 2100 |
|
|
2020
Q3 | – | Sell |
-234,953
| Closed | -$14.6M | – | 1918 |
|
|
2020
Q2 | $14.6M | Sell |
234,953
-3,399
| -1% | -$216K | ﹤0.01% | 991 |
|
|
2020
Q1 | $14.4M | Sell |
238,352
-112,567
| -32% | -$9.51M | ﹤0.01% | 958 |
|
|
2019
Q4 | $33.2M | Buy |
350,919
+82,421
| +31% | +$7.58M | 0.01% | 866 |
|
|
2019
Q3 | $24.6M | Buy |
268,498
+176,982
| +193% | +$16.3M | 0.01% | 908 |
|
|
2019
Q2 | $8.85M | Buy |
91,516
+27,435
| +43% | +$2.66M | ﹤0.01% | 1245 |
|
|
2019
Q1 | $5.91M | Sell |
64,081
-203,755
| -76% | -$18.6M | ﹤0.01% | 1343 |
|
|
2018
Q4 | $23M | Buy |
267,836
+7,287
| +3% | +$647K | 0.01% | 950 |
|
|
2018
Q3 | $25.8M | Buy |
260,549
+58,358
| +29% | +$5.62M | 0.01% | 1000 |
|
|
2018
Q2 | $17.8M | Buy |
+202,191
| New | +$17.9M | ﹤0.01% | 1117 |
|
|
2018
Q1 | – | Sell |
-279,894
| Closed | -$26.3M | – | 2233 |
|
|
2017
Q4 | $26.3M | Sell |
279,894
-27,116
| -9% | -$2.47M | 0.01% | 989 |
|
|
2017
Q3 | $29.3M | Sell |
307,010
-223,086
| -42% | -$22.2M | 0.01% | 925 |
|
|
2017
Q2 | $52.1M | Buy |
530,096
+303,646
| +134% | +$28.3M | 0.01% | 720 |
|
|
2017
Q1 | $20M | Buy |
+226,450
| New | +$18.4M | ﹤0.01% | 1030 |
|
|
2016
Q4 | – | Sell |
-168,225
| Closed | -$15.5M | – | 2207 |
|
|
2016
Q3 | $15.5M | Sell |
168,225
-65,937
| -28% | -$6.08M | ﹤0.01% | 1051 |
|
|
2016
Q2 | $21.7M | Sell |
234,162
-218,565
| -48% | -$20M | 0.01% | 924 |
|
|
2016
Q1 | $43.6M | Sell |
452,727
-275,669
| -38% | -$25.2M | 0.01% | 714 |
|
|
2015
Q4 | $67.3M | Sell |
728,396
-186,011
| -20% | -$17.9M | 0.02% | 590 |
|
|
2015
Q3 | $81.6M | Buy |
914,407
+486,493
| +114% | +$43.3M | 0.02% | 506 |
|
|
2015
Q2 | $38.1M | Buy |
427,914
+329,969
| +337% | +$30.6M | 0.01% | 804 |
|
|
2015
Q1 | $9.16M | Sell |
97,945
-21,446
| -18% | -$1.91M | ﹤0.01% | 1271 |
|
|
2014
Q4 | $10.5M | Buy |
119,391
+50,791
| +74% | +$4.65M | ﹤0.01% | 1228 |
|
|
2014
Q3 | $6.32M | Buy |
+68,600
| New | +$6.54M | ﹤0.01% | 1373 |
|
|
2013
Q4 | – | Sell |
-228,213
| Closed | -$22.2M | – | 2171 |
|
|
2013
Q3 | $22.2M | Sell |
228,213
-995,663
| -81% | -$100M | 0.01% | 957 |
|
|
2013
Q2 | $126M | Buy |
+1,223,876
| New | +$136M | 0.04% | 410 |
|
Other funds holding FMX
HL
CM
CGI
N