Alan B. Lancz & Associates’s Freeport-McMoran FCX Stock Holding History

Alan B. Lancz & Associates’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
2024 Q4	–	Sell	-4,950	Closed	-$247K	–	132
2024 Q3	$247K	Buy	+4,950	New	+$223K	0.23%	114
2023 Q2	–	Sell	-4,062	Closed	-$166K	–	148
2023 Q1	$166K	Buy	4,062 +112	+3%	+$4.66K	0.17%	141
2022 Q4	$178K	Buy	+3,950	New	+$138K	0.18%	143
2022 Q3	–	Sell	-3,950	Closed	-$125K	–	168
2022 Q2	$125K	Buy	+3,950	New	+$158K	0.12%	182

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

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

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

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Alan B. Lancz & Associates's FCX Position: Q4 2024 in Review

Alan B. Lancz & Associates sold out of Freeport-McMoran (FCX) in Q4 2024, closing a stake of 4,950 shares — an estimated $247K sold.

Alan B. Lancz & Associates first reported a position in FCX in Q2 2022 and held it in 4 quarters. The position peaked at $247K in Q3 2024. 1,476 funds tracked by Wall St. Rank hold FCX as of Q4 2024.

Alan B. Lancz & Associates reported no remaining Freeport-McMoran position as of Q4 2024 after selling out during the quarter.
Alan B. Lancz & Associates sold 4,950 Freeport-McMoran shares in Q4 2024, an estimated $247K.
Alan B. Lancz & Associates first reported a position in Freeport-McMoran in Q2 2022 and held it in 4 quarters.
Alan B. Lancz & Associates's Freeport-McMoran position peaked at $247K in Q3 2024.
1,476 funds tracked by Wall St. Rank held Freeport-McMoran as of Q4 2024.

Based on Alan B. Lancz & Associates's 13F filing for Q4 2024, filed 21 Jan 2025.