Aperio Group’s Freeport-McMoran FCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $18M | Buy |
691,226
+66,557
| +11% | +$1.38M | 0.05% | 347 |
|
|
2020
Q3 | $9.77M | Buy |
624,669
+27,739
| +5% | +$400K | 0.03% | 487 |
|
|
2020
Q2 | $6.91M | Sell |
596,930
-39,462
| -6% | -$362K | 0.03% | 595 |
|
|
2020
Q1 | $4.3M | Buy |
636,392
+77,780
| +14% | +$814K | 0.02% | 714 |
|
|
2019
Q4 | $7.33M | Sell |
558,612
-26,693
| -5% | -$293K | 0.03% | 598 |
|
|
2019
Q3 | $5.6M | Sell |
585,305
-57,957
| -9% | -$595K | 0.02% | 677 |
|
|
2019
Q2 | $7.47M | Sell |
643,262
-20,564
| -3% | -$239K | 0.03% | 580 |
|
|
2019
Q1 | $8.56M | Buy |
663,826
+10,477
| +2% | +$127K | 0.04% | 509 |
|
|
2018
Q4 | $6.74M | Sell |
653,349
-9,769
| -1% | -$114K | 0.03% | 532 |
|
|
2018
Q3 | $9.23M | Buy |
663,118
+3,995
| +0.6% | +$60.4K | 0.04% | 463 |
|
|
2018
Q2 | $11.4M | Sell |
659,123
-860
| -0.1% | -$14.6K | 0.05% | 391 |
|
|
2018
Q1 | $11.6M | Buy |
659,983
+49,486
| +8% | +$929K | 0.06% | 381 |
|
|
2017
Q4 | $11.6M | Buy |
610,497
+19,592
| +3% | +$296K | 0.06% | 377 |
|
|
2017
Q3 | $8.3M | Buy |
590,905
+31,815
| +6% | +$447K | 0.05% | 437 |
|
|
2017
Q2 | $6.71M | Buy |
559,090
+46,646
| +9% | +$566K | 0.04% | 491 |
|
|
2017
Q1 | $6.85M | Sell |
512,444
-35,057
| -6% | -$504K | 0.05% | 447 |
|
|
2016
Q4 | $7.22M | Sell |
547,501
-44,495
| -8% | -$569K | 0.06% | 396 |
|
|
2016
Q3 | $6.43M | Sell |
591,996
-36,602
| -6% | -$421K | 0.05% | 456 |
|
|
2016
Q2 | $7M | Buy |
628,598
+64,194
| +11% | +$711K | 0.05% | 401 |
|
|
2016
Q1 | $5.84M | Buy |
564,404
+103,865
| +23% | +$730K | 0.05% | 423 |
|
|
2015
Q4 | $3.12M | Buy |
460,539
+76,159
| +20% | +$725K | 0.03% | 600 |
|
|
2015
Q3 | $3.73M | Buy |
384,380
+25,783
| +7% | +$309K | 0.04% | 528 |
|
|
2015
Q2 | $6.68M | Buy |
358,597
+84,109
| +31% | +$1.74M | 0.07% | 329 |
|
|
2015
Q1 | $5.2M | Buy |
274,488
+96,701
| +54% | +$1.91M | 0.06% | 397 |
|
|
2014
Q4 | $4.15M | Sell |
177,787
-87,954
| -33% | -$2.43M | 0.05% | 432 |
|
|
2014
Q3 | $8.68M | Buy |
265,741
+13,691
| +5% | +$497K | 0.12% | 212 |
|
|
2014
Q2 | $9.2M | Buy |
252,050
+50,878
| +25% | +$1.74M | 0.13% | 195 |
|
|
2014
Q1 | $6.65M | Buy |
+201,172
| New | +$6.7M | 0.09% | 279 |
|
|
2013
Q4 | – | Sell |
-156,263
| Closed | -$5.54M | – | 203 |
|
|
2013
Q3 | $5.17M | Buy |
156,263
+26,310
| +20% | +$804K | 0.1% | 260 |
|
|
2013
Q2 | $3.59M | Buy |
+129,953
| New | +$3.97M | 0.09% | 291 |
|
Other funds holding FCX
Aperio Group's FCX Position: Q4 2020 in Review
Aperio Group increased its Freeport-McMoran (FCX) stake by 11% in Q4 2020, buying an estimated $1.38M and bringing the position to 691,226 shares worth $18M. The position accounts for 0.05% of the portfolio, ranked #347.
Aperio Group first reported a position in FCX in Q2 2013 and has held it in 30 quarters since. 915 funds tracked by Wall St. Rank hold FCX as of Q4 2020.
- Aperio Group held 691,226 shares of Freeport-McMoran worth $18M as of Q4 2020.
- Aperio Group bought 66,557 Freeport-McMoran shares in Q4 2020, an estimated $1.38M.
- Freeport-McMoran made up 0.05% of Aperio Group's portfolio in Q4 2020, its #347 holding.
- Aperio Group first reported a position in Freeport-McMoran in Q2 2013 and has held it in 30 quarters since.
- 915 funds tracked by Wall St. Rank held Freeport-McMoran as of Q4 2020.
Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.