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Westwood Holdings Group’s Fomento Económico Mexicano FMX Stock Holding History

Westwood Holdings Group’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
2020
Q1 		– Sell
-217,308
Closed -$20.5M – 441
2019
Q4 		$20.5M Sell
217,308
-5,979
-3% -$550K 0.22% 151
2019
Q3 		$20.4M Sell
223,287
-4,853
-2% -$448K 0.23% 146
2019
Q2 		$22.1M Buy
228,140
+44,284
+24% +$4.29M 0.24% 136
2019
Q1 		$17M Sell
183,856
-87,269
-32% -$7.96M 0.18% 158
2018
Q4 		$23.3M Sell
271,125
-267,911
-50% -$23.8M 0.27% 114
2018
Q3 		$53.3M Sell
539,036
-68,386
-11% -$6.59M 0.47% 63
2018
Q2 		$53.3M Buy
607,422
+52,197
+9% +$4.61M 0.45% 66
2018
Q1 		$50.8M Sell
555,225
-57,446
-9% -$5.38M 0.41% 88
2017
Q4 		$57.5M Sell
612,671
-154,780
-20% -$14.1M 0.43% 75
2017
Q3 		$73.3M Sell
767,451
-4,555
-0.6% -$454K 0.58% 58
2017
Q2 		$75.9M Buy
772,006
+13,017
+2% +$1.21M 0.62% 55
2017
Q1 		$67.2M Buy
758,989
+149,157
+24% +$12.1M 0.55% 66
2016
Q4 		$46.5M Buy
609,832
+19,930
+3% +$1.71M 0.38% 101
2016
Q3 		$54.3M Sell
589,902
-3,673
-0.6% -$338K 0.46% 88
2016
Q2 		$54.9M Sell
593,575
-2,145
-0.4% -$196K 0.49% 79
2016
Q1 		$57.4M Buy
595,720
+10,803
+2% +$987K 0.5% 79
2015
Q4 		$54M Sell
584,917
-33,947
-5% -$3.26M 0.47% 81
2015
Q3 		$55.2M Sell
618,864
-31,088
-5% -$2.76M 0.48% 82
2015
Q2 		$57.9M Buy
649,952
+31,012
+5% +$2.88M 0.44% 95
2015
Q1 		$57.9M Buy
618,940
+221,369
+56% +$19.7M 0.44% 93
2014
Q4 		$35M Buy
397,571
+16,133
+4% +$1.48M 0.27% 126
2014
Q3 		$35.1M Buy
381,438
+77,656
+26% +$7.41M 0.28% 124
2014
Q2 		$28.4M Buy
303,782
+11,702
+4% +$1.11M 0.21% 132
2014
Q1 		$27.2M Buy
292,080
+10,463
+4% +$936K 0.21% 126
2013
Q4 		$27.6M Buy
281,617
+158,456
+129% +$14.9M 0.21% 128
2013
Q3 		$12M Buy
123,161
+21,967
+22% +$2.21M 0.1% 153
2013
Q2 		$10.4M Buy
+101,194
New +$11.3M 0.09% 163

Other funds holding FMX

HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CFM
Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return

Westwood Holdings Group's FMX Position: Q1 2020 in Review

Westwood Holdings Group sold out of Fomento Económico Mexicano (FMX) in Q1 2020, closing a stake of 217,308 shares — an estimated $20.5M sold.

Westwood Holdings Group first reported a position in FMX in Q2 2013 and held it in 27 quarters. The position peaked at $75.9M in Q2 2017. 231 funds tracked by Wall St. Rank hold FMX as of Q1 2020.

  • Westwood Holdings Group reported no remaining Fomento Económico Mexicano position as of Q1 2020 after selling out during the quarter.
  • Westwood Holdings Group sold 217,308 Fomento Económico Mexicano shares in Q1 2020, an estimated $20.5M.
  • Westwood Holdings Group first reported a position in Fomento Económico Mexicano in Q2 2013 and held it in 27 quarters.
  • Westwood Holdings Group's Fomento Económico Mexicano position peaked at $75.9M in Q2 2017.
  • 231 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2020.

Based on Westwood Holdings Group's 13F filing for Q1 2020, filed 15 May 2020.