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

Zevin 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
2020
Q4 		– Sell
-22,594
Closed -$1.27M – 94
2020
Q3 		$1.27M Sell
22,594
-73
-0.3% -$4.26K 0.35% 44
2020
Q2 		$1.41M Buy
22,667
+83
+0.4% +$5.29K 0.43% 42
2020
Q1 		$1.37M Buy
22,584
+1,346
+6% +$114K 0.51% 40
2019
Q4 		$2.01M Sell
21,238
-25
-0.1% -$2.3K 0.62% 38
2019
Q3 		$1.95M Buy
21,263
+404
+2% +$37.3K 0.63% 38
2019
Q2 		$2.02M Sell
20,859
-115
-0.5% -$11.1K 0.65% 38
2019
Q1 		$1.94M Sell
20,974
-690
-3% -$62.9K 0.63% 40
2018
Q4 		$1.86M Buy
21,664
+46
+0.2% +$4.09K 0.68% 40
2018
Q3 		$2.14M Buy
21,618
+1,465
+7% +$141K 0.62% 44
2018
Q2 		$1.77M Buy
20,153
+994
+5% +$87.8K 0.53% 48
2018
Q1 		$1.75M Buy
19,159
+224
+1% +$21K 0.45% 49
2017
Q4 		$1.78M Buy
18,935
+2,485
+15% +$227K 0.4% 56
2017
Q3 		$1.57M Buy
16,450
+370
+2% +$36.9K 0.37% 56
2017
Q2 		$1.58M Buy
16,080
+115
+0.7% +$10.7K 0.4% 52
2017
Q1 		$1.41M Buy
15,965
+285
+2% +$23.2K 0.36% 53
2016
Q4 		$1.2M Sell
15,680
-475
-3% -$40.7K 0.31% 57
2016
Q3 		$1.49M Buy
16,155
+1,770
+12% +$163K 0.48% 44
2016
Q2 		$1.33M Buy
14,385
+1,400
+11% +$128K 0.37% 56
2016
Q1 		$1.25M Sell
12,985
-60,325
-82% -$5.51M 0.35% 56
2015
Q4 		$6.77M Sell
73,310
-515
-0.7% -$49.5K 1.78% 20
2015
Q3 		$6.59M Buy
73,825
+1,805
+3% +$160K 1.92% 17
2015
Q2 		$6.42M Buy
72,020
+1,365
+2% +$127K 1.71% 18
2015
Q1 		$6.61M Buy
70,655
+1,565
+2% +$140K 1.82% 17
2014
Q4 		$6.08M Buy
69,090
+1,200
+2% +$110K 1.71% 19
2014
Q3 		$6.25M Buy
67,890
+2,735
+4% +$261K 1.83% 15
2014
Q2 		$6.1M Buy
+65,155
New +$6.18M 1.79% 17

Other funds holding FMX

HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Zevin Asset Management's FMX Position: Q4 2020 in Review

Zevin Asset Management sold out of Fomento Económico Mexicano (FMX) in Q4 2020, closing a stake of 22,594 shares — an estimated $1.27M sold.

Zevin Asset Management first reported a position in FMX in Q2 2014 and held it in 26 quarters. The position peaked at $6.77M in Q4 2015. 223 funds tracked by Wall St. Rank hold FMX as of Q4 2020.

  • Zevin Asset Management reported no remaining Fomento Económico Mexicano position as of Q4 2020 after selling out during the quarter.
  • Zevin Asset Management sold 22,594 Fomento Económico Mexicano shares in Q4 2020, an estimated $1.27M.
  • Zevin Asset Management first reported a position in Fomento Económico Mexicano in Q2 2014 and held it in 26 quarters.
  • Zevin Asset Management's Fomento Económico Mexicano position peaked at $6.77M in Q4 2015.
  • 223 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q4 2020.

Based on Zevin Asset Management's 13F filing for Q4 2020, filed 11 Feb 2021.