Advisory Research’s Freeport-McMoran FCX Stock Holding History

Advisory Research’s Portfolio FCX Stock Details FCX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-7,934	Closed	-$296K	–	377
2023 Q3	$296K	Buy	+7,934	New	+$320K	0.04%	378
2017 Q4	–	Sell	-24,380	Closed	-$342K	–	416
2017 Q3	$342K	Buy	+24,380	New	+$342K	0.01%	388
2016 Q2	–	Sell	-11,985	Closed	-$124K	–	258
2016 Q1	$124K	Sell	11,985 -21,675	-64%	-$152K	﹤0.01%	256
2015 Q4	$228K	Buy	+33,660	New	+$321K	﹤0.01%	266
2014 Q2	–	Sell	-2,118	Closed	-$70K	–	447
2014 Q1	$70K	Buy	+2,118	New	+$70.5K	﹤0.01%	506

Other funds holding FCX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Advisory Research's FCX Position: Q4 2023 in Review

Advisory Research sold out of Freeport-McMoran (FCX) in Q4 2023, closing a stake of 7,934 shares — an estimated $296K sold.

Advisory Research first reported a position in FCX in Q1 2014 and held it in 5 quarters. The position peaked at $342K in Q3 2017. 1,421 funds tracked by Wall St. Rank hold FCX as of Q4 2023.

Advisory Research reported no remaining Freeport-McMoran position as of Q4 2023 after selling out during the quarter.
Advisory Research sold 7,934 Freeport-McMoran shares in Q4 2023, an estimated $296K.
Advisory Research first reported a position in Freeport-McMoran in Q1 2014 and held it in 5 quarters.
Advisory Research's Freeport-McMoran position peaked at $342K in Q3 2017.
1,421 funds tracked by Wall St. Rank held Freeport-McMoran as of Q4 2023.

Based on Advisory Research's 13F filing for Q4 2023, filed 13 Feb 2024.