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Morningstar Investment Services’s Freeport-McMoran FCX Stock Holding History

Morningstar Investment Services’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
-6,000
Closed -$308K – 222
2024
Q3 		$308K Buy
6,000
+515
+9% +$23.2K ﹤0.01% 343
2024
Q2 		$265K Buy
+5,485
New +$276K ﹤0.01% 332
2024
Q1 		– Sell
-5,634
Closed -$242K – 378
2023
Q4 		$242K Buy
+5,634
New +$208K ﹤0.01% 378

Other funds holding FCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morningstar Investment Services's FCX Position: Q4 2024 in Review

Morningstar Investment Services sold out of Freeport-McMoran (FCX) in Q4 2024, closing a stake of 6,000 shares — an estimated $308K sold.

Morningstar Investment Services first reported a position in FCX in Q4 2023 and held it in 3 quarters. The position peaked at $308K in Q3 2024. 1,480 funds tracked by Wall St. Rank hold FCX as of Q4 2024.

  • Morningstar Investment Services reported no remaining Freeport-McMoran position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 6,000 Freeport-McMoran shares in Q4 2024, an estimated $308K.
  • Morningstar Investment Services first reported a position in Freeport-McMoran in Q4 2023 and held it in 3 quarters.
  • Morningstar Investment Services's Freeport-McMoran position peaked at $308K in Q3 2024.
  • 1,480 funds tracked by Wall St. Rank held Freeport-McMoran as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.