FMX
Fomento Economico Mexicano
Fomento Economico Mexicano historical holders
total: 3
Causeway Capital Management Fomento Economico Mexicano transactions over time
- Total transactions:
- 13
- New positions:
- 3
- Sold out:
- 3
- Added:
- 1
- Reduced:
- 6
- Held since:
- 2022 Q2
- Held for:
- 1 quarter
- Latest activity:
- 2022 Q3
Sarah Ketterer has been an institutional investor in Fomento Economico Mexicano (FMX) since at least 2013 Q2. According to 2026 Q2 report, Sarah Ketterer doesn't hold any shares. In our earliest available record from 2013 Q2, Causeway Capital Management held 18,067 shares of FMX. Sarah Ketterer later completely sold out the position and reinvested in FMX again in 2022 Q2. Since at least 2013 Q2, Causeway Capital Management has made 12 more transactions in this position.
When did Sarah Ketterer exit their FMX position?
Sarah Ketterer no longer holds Fomento Economico Mexicano (FMX). They sold off their entire position in 2022 Q3, closing out an investment that began in 2013 Q2.
Has Sarah Ketterer reinvested in FMX after selling?
Yes, Sarah Ketterer has shown renewed interest in Fomento Economico Mexicano (FMX). After completely selling their position, they reinitiated an investment in 2022 Q2, demonstrating continued conviction in this ticker.
Estimated cost basis*
- Weighted AVG buy price:
- $67.50
- Weighted AVG sell price:
- $67.50
FMX transactions history by Causeway Capital Management
13 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2022 Q3
|
0.00%
|
0
|
$67.50
|
|
-100% (-30,578)
|
-0.05%
|
|
2022 Q2
|
0.05%
|
30,578
|
$67.50
|
$2,064,000
|
new
|
+0.05%
|
|
2017 Q2
|
0.00%
|
$88.52
|
-100% (-29,000)
|
|||
|
2017 Q1
|
0.03%
|
$88.52
|
-67.34% (-59,800)
|
|||
|
2016 Q3
|
0.15%
|
$92.04
|
-47.52% (-80,400)
|
|||
|
2016 Q2
|
0.33%
|
$92.49
|
-48.60% (-160,000)
|
|||
|
2016 Q1
|
0.73%
|
$96.31
|
new
|
|||
|
2014 Q3
|
0.00%
|
$93.48
|
-100% (-2,300)
|
|||
|
2014 Q2
|
0.01%
|
$93.48
|
-88.27% (-17,300)
|
|||
|
2014 Q1
|
0.08%
|
$88.06
|
-16.60% (-3,900)
|
|||
|
2013 Q4
|
0.13%
|
$97.87
|
-29.22% (-9,700)
|
|||
|
2013 Q3
|
0.26%
|
$97.08
|
+83.76% (+15,133)
|
|||
|
2013 Q2
|
0.20%
|
$103.17
|
new or own*
|
|||
* 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.
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.