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

Kaizen 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
Q2 		– Sell
-107,900
Closed -$5.07M – 1
2024
Q1 		$5.07M Buy
+107,900
New +$4.36M 27.41% 2

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Kaizen Investment Management's FCX Position: Q2 2024 in Review

Kaizen Investment Management sold out of Freeport-McMoran (FCX) in Q2 2024, closing a stake of 107,900 shares — an estimated $5.07M sold.

Kaizen Investment Management first reported a position in FCX in Q1 2024 and held it in 1 quarter. The position peaked at $5.07M in Q1 2024. 1,522 funds tracked by Wall St. Rank hold FCX as of Q2 2024.

  • Kaizen Investment Management reported no remaining Freeport-McMoran position as of Q2 2024 after selling out during the quarter.
  • Kaizen Investment Management sold 107,900 Freeport-McMoran shares in Q2 2024, an estimated $5.07M.
  • Kaizen Investment Management first reported a position in Freeport-McMoran in Q1 2024 and held it in 1 quarter.
  • Kaizen Investment Management's Freeport-McMoran position peaked at $5.07M in Q1 2024.
  • 1,522 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2024.

Based on Kaizen Investment Management's 13F filing for Q2 2024.