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Ergoteles’s Freeport-McMoran FCX Stock Holding History

Ergoteles’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
-18,726
Closed -$749K – 330
2023
Q2 		$749K Buy
+18,726
New +$714K 0.04% 539
2022
Q3 		– Sell
-67,908
Closed -$1.99M – 1674
2022
Q2 		$1.99M Buy
+67,908
New +$2.72M 0.06% 319
2021
Q3 		– Sell
-1,108,831
Closed -$41.1M – 1356
2021
Q2 		$41.1M Buy
1,108,831
+53,131
+5% +$2.07M 0.94% 9
2021
Q1 		$34.8M Buy
1,055,700
+669,328
+173% +$21.7M 1.08% 15
2020
Q4 		$10.1M Buy
386,372
+345,372
+842% +$7.18M 0.33% 77
2020
Q3 		$641K Buy
+41,000
New +$592K 0.08% 188

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

Ergoteles's FCX Position: Q3 2023 in Review

Ergoteles sold out of Freeport-McMoran (FCX) in Q3 2023, closing a stake of 18,726 shares — an estimated $749K sold.

Ergoteles first reported a position in FCX in Q3 2020 and held it in 6 quarters. The position peaked at $41.1M in Q2 2021. 1,294 funds tracked by Wall St. Rank hold FCX as of Q3 2023.

  • Ergoteles reported no remaining Freeport-McMoran position as of Q3 2023 after selling out during the quarter.
  • Ergoteles sold 18,726 Freeport-McMoran shares in Q3 2023, an estimated $749K.
  • Ergoteles first reported a position in Freeport-McMoran in Q3 2020 and held it in 6 quarters.
  • Ergoteles's Freeport-McMoran position peaked at $41.1M in Q2 2021.
  • 1,294 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2023.

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