HighTower Trust’s Freeport-McMoran FCX Stock Holding History

HighTower Trust’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 Q1	$221K	Hold	5,822	–	–	0.02%	206
2022 Q4	$221K	Buy	+5,822	New	+$203K	0.02%	206
2015 Q4	–	Sell	-28,717	Closed	-$278K	–	157
2015 Q3	$278K	Sell	28,717 -246	-0.8%	-$2.95K	0.05%	113
2015 Q2	$539K	Sell	28,963 -1,485	-5%	-$30.7K	0.09%	88
2015 Q1	$577K	Sell	30,448 -800	-3%	-$15.8K	0.09%	78
2014 Q4	$730K	Sell	31,248 -1,840	-6%	-$50.8K	0.11%	63
2014 Q3	$1.08M	Hold	33,088	–	–	0.16%	39
2014 Q2	$1.21M	Buy	33,088 +325	+1%	+$11.1K	0.16%	48
2014 Q1	$1.08M	Buy	+32,763	New	+$1.09M	0.15%	59

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

HighTower Trust's FCX Position: Q1 2023 in Review

HighTower Trust held its Freeport-McMoran (FCX) position steady in Q1 2023 at 5,822 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #206.

HighTower Trust first reported a position in FCX in Q1 2014 and has held it in 9 quarters since. The position peaked at $1.21M in Q2 2014. 1,285 funds tracked by Wall St. Rank hold FCX as of Q1 2023.

HighTower Trust held 5,822 shares of Freeport-McMoran worth $221K as of Q1 2023.
HighTower Trust left its Freeport-McMoran share count unchanged in Q1 2023.
Freeport-McMoran made up 0.02% of HighTower Trust's portfolio in Q1 2023, its #206 holding.
HighTower Trust first reported a position in Freeport-McMoran in Q1 2014 and has held it in 9 quarters since.
HighTower Trust's Freeport-McMoran position peaked at $1.21M in Q2 2014.
1,285 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2023.

Based on HighTower Trust's 13F filing for Q1 2023, filed 21 Apr 2023.