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Disciplined Investments’s Freeport-McMoran FCX Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-933
Closed -$37.3K – 595
2023
Q2 		$37.3K Hold
933
– – 0.02% 225
2023
Q1 		$38.2K Sell
933
-2
-0.2% -$83 0.02% 251
2022
Q4 		$35.5K Sell
935
-709
-43% -$24.8K 0.02% 234
2022
Q3 		$45K Buy
1,644
+96
+6% +$2.81K 0.02% 231
2022
Q2 		$45K Buy
1,548
+93
+6% +$3.72K 0.02% 229
2022
Q1 		$72K Sell
1,455
-68
-4% -$3.01K 0.03% 191
2021
Q4 		$64K Sell
1,523
-305
-17% -$11.6K 0.03% 188
2021
Q3 		$59K Hold
1,828
– – 0.03% 184
2021
Q2 		$68K Hold
1,828
– – 0.03% 173
2021
Q1 		$60K Buy
1,828
+1,000
+121% +$32.4K 0.04% 171
2020
Q4 		$22K Hold
828
– – 0.01% 195
2020
Q3 		$13K Sell
828
-1,000
-55% -$14.4K 0.01% 245
2020
Q2 		$21K Sell
1,828
-330
-15% -$3.02K 0.02% 218
2020
Q1 		$15K Buy
2,158
+330
+18% +$3.45K 0.01% 241
2019
Q4 		$24K Buy
+1,828
New +$20.1K 0.02% 227

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Disciplined Investments's FCX Position: Q3 2023 in Review

Disciplined Investments sold out of Freeport-McMoran (FCX) in Q3 2023, closing a stake of 933 shares — an estimated $37.3K sold.

Disciplined Investments first reported a position in FCX in Q4 2019 and held it in 15 quarters. The position peaked at $72K in Q1 2022. 1,294 funds tracked by Wall St. Rank hold FCX as of Q3 2023.

  • Disciplined Investments reported no remaining Freeport-McMoran position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 933 Freeport-McMoran shares in Q3 2023, an estimated $37.3K.
  • Disciplined Investments first reported a position in Freeport-McMoran in Q4 2019 and held it in 15 quarters.
  • Disciplined Investments's Freeport-McMoran position peaked at $72K in Q1 2022.
  • 1,294 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.