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Barton Investment Management’s Freeport-McMoran FCX Stock Holding History

Barton Investment Management’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
Q1 		– Sell
-40,000
Closed -$1.7M – 48
2023
Q4 		$1.7M Buy
+40,000
New +$1.48M 0.22% 26

Other funds holding FCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Barton Investment Management's FCX Position: Q1 2024 in Review

Barton Investment Management sold out of Freeport-McMoran (FCX) in Q1 2024, closing a stake of 40,000 shares — an estimated $1.7M sold.

Barton Investment Management first reported a position in FCX in Q4 2023 and held it in 1 quarter. The position peaked at $1.7M in Q4 2023. 1,453 funds tracked by Wall St. Rank hold FCX as of Q1 2024.

  • Barton Investment Management reported no remaining Freeport-McMoran position as of Q1 2024 after selling out during the quarter.
  • Barton Investment Management sold 40,000 Freeport-McMoran shares in Q1 2024, an estimated $1.7M.
  • Barton Investment Management first reported a position in Freeport-McMoran in Q4 2023 and held it in 1 quarter.
  • Barton Investment Management's Freeport-McMoran position peaked at $1.7M in Q4 2023.
  • 1,453 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2024.

Based on Barton Investment Management's 13F filing for Q1 2024, filed 26 Apr 2024.