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Lumbard & Kellner’s Freeport-McMoran FCX Stock Holding History

Lumbard & Kellner’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
Q4 		– Sell
-4,563
Closed -$228K – 83
2024
Q3 		$228K Hold
4,563
– – 0.1% 75
2024
Q2 		$222K Hold
4,563
– – 0.1% 69
2024
Q1 		$215K Buy
+4,563
New +$184K 0.1% 67
2023
Q4 		– Sell
-66,803
Closed -$2.49M – 62
2023
Q3 		$2.49M Sell
66,803
-1,441
-2% -$58.1K 1.65% 24
2023
Q2 		$2.99M Sell
68,244
-8,995
-12% -$343K 1.67% 23
2023
Q1 		$2.98M Sell
77,239
-54,966
-42% -$2.29M 1.5% 26
2022
Q4 		$5.02M Buy
132,205
+291
+0.2% +$10.2K 2.46% 9
2022
Q3 		$3.6M Sell
131,914
-57
-0% -$1.67K 1.86% 21
2022
Q2 		$3.86M Sell
131,971
-71,987
-35% -$2.88M 1.97% 18
2022
Q1 		$10.1M Buy
203,958
+321
+0.2% +$14.2K 3.96% 5
2021
Q4 		$7.66M Sell
203,637
-4,241
-2% -$161K 2.89% 9
2021
Q3 		$6.76M Buy
207,878
+7,548
+4% +$266K 2.65% 9
2021
Q2 		$7.43M Buy
200,330
+15,564
+8% +$606K 2.88% 10
2021
Q1 		$6.93M Buy
184,766
+7,143
+4% +$232K 2.44% 10
2020
Q4 		$4.78M Sell
177,623
-2,377
-1% -$49.4K 1.88% 19
2020
Q3 		$3.12M Buy
+180,000
New +$2.6M 1.54% 27

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lumbard & Kellner's FCX Position: Q4 2024 in Review

Lumbard & Kellner sold out of Freeport-McMoran (FCX) in Q4 2024, closing a stake of 4,563 shares — an estimated $228K sold.

Lumbard & Kellner first reported a position in FCX in Q3 2020 and held it in 16 quarters. The position peaked at $10.1M in Q1 2022. 1,476 funds tracked by Wall St. Rank hold FCX as of Q4 2024.

  • Lumbard & Kellner reported no remaining Freeport-McMoran position as of Q4 2024 after selling out during the quarter.
  • Lumbard & Kellner sold 4,563 Freeport-McMoran shares in Q4 2024, an estimated $228K.
  • Lumbard & Kellner first reported a position in Freeport-McMoran in Q3 2020 and held it in 16 quarters.
  • Lumbard & Kellner's Freeport-McMoran position peaked at $10.1M in Q1 2022.
  • 1,476 funds tracked by Wall St. Rank held Freeport-McMoran as of Q4 2024.

Based on Lumbard & Kellner's 13F filing for Q4 2024, filed 14 Feb 2025.