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America Movil SAB de CV ADR

AMX-OLD

America Movil SAB de CV ADR

America Movil SAB de CV ADR historical holders

total: 3

Causeway Capital Management America Movil SAB de CV ADR transactions over time

Total transactions:
23
New positions:
3
Sold out:
3
Added:
8
Reduced:
9
Held since:
2021 Q3
Held for:
2 quarters
Latest activity:
2022 Q1
Sarah Ketterer has been an institutional investor in America Movil SAB de CV ADR (AMX-OLD) since 2013 Q4. According to 2026 Q1 report, Sarah Ketterer doesn't hold any shares. The fund/company first acquired AMX-OLD in 2013 Q4, initially purchasing 14,500 shares. Sarah Ketterer later completely sold out the position and reinvested in AMX-OLD again in 2021 Q3. Since the initial investment, Causeway Capital Management has made 22 more transactions in this position.

When did Sarah Ketterer exit their AMX-OLD position?

Sarah Ketterer no longer holds America Movil SAB de CV ADR (AMX-OLD). They sold off their entire position in 2022 Q1, closing out an investment that began in 2013 Q4.

When did Sarah Ketterer first invest in AMX-OLD?

Sarah Ketterer first invested in America Movil SAB de CV ADR (AMX-OLD) in 2013 Q4 at the reported quarter-end price of $23.38 per share, acquiring 14,500 shares in their initial purchase.

What is Sarah Ketterer's average cost basis for AMX-OLD?

Based on historical transaction data, Sarah Ketterer's estimated cost basis for America Movil SAB de CV ADR (AMX-OLD) is approximately $17.67 per share. This represents their average reported price* across all buy transactions.

Has Sarah Ketterer reinvested in AMX-OLD after selling?

Yes, Sarah Ketterer has shown renewed interest in America Movil SAB de CV ADR (AMX-OLD). After completely selling their position, they reinitiated an investment in 2021 Q3, demonstrating continued conviction in this ticker.

Estimated cost basis*

Weighted AVG buy price:
$17.67
Weighted AVG sell price:
$21.11

AMX-OLD transactions history by Causeway Capital Management

23 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2022 Q1
0.00%
0
$21.11
-100% (-1,918,422)
-0.89%
2021 Q4
0.89%
1,918,422
$21.11
$40,498,000
-3.00% (-59,429)
-0.03%
2021 Q3
0.79%
1,977,851
$17.67
$34,949,000
new
+0.79%
2020 Q1
0.00%
$16.00
-100% (-101,600)
2019 Q4
0.02%
$16.00
-20.54% (-26,265)
2019 Q3
0.02%
$14.86
-6.37% (-8,700)
2019 Q2
0.02%
$14.56
-39.12% (-87,762)
2019 Q1
0.03%
$14.28
-82.07% (-1,027,132)
2018 Q4
0.21%
$14.25
new
2017 Q1
0.00%
$16.85
-100% (-26,000)
2016 Q4
0.01%
$16.85
-98.19% (-1,406,569)
2016 Q3
0.30%
$11.51
+38.92% (+401,369)
2016 Q2
0.27%
$12.26
+0.56% (+5,700)
2016 Q1
0.37%
$15.53
-16.05% (-196,100)
2015 Q4
0.36%
$14.06
+11.96% (+130,500)
2015 Q3
0.36%
$16.55
+91.66% (+521,800)
2015 Q2
0.30%
$21.31
+35.00% (+147,600)
2015 Q1
0.23%
$20.46
-4.64% (-20,500)
2014 Q4
0.28%
$22.18
+1.17% (+5,100)
2014 Q3
0.38%
$25.20
+437,000.00% (+437,000)
2014 Q2
0.00%
$20.00
-99.97% (-379,900)
2014 Q1
0.23%
$13.48
+2,520.69% (+365,500)
2013 Q4
0.02%
$23.38
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.