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Sun Life Financial’s Freeport-McMoran FCX Stock Holding History

Sun Life Financial’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
2021
Q2 		– Sell
-855
Closed -$28K – 229
2021
Q1 		$28K Sell
855
-6
-0.7% -$195 ﹤0.01% 224
2020
Q4 		$22K Sell
861
-42
-5% -$873 ﹤0.01% 235
2020
Q3 		$14K Buy
903
+35
+4% +$505 ﹤0.01% 295
2020
Q2 		$10K Sell
868
-5
-0.6% -$46 ﹤0.01% 299
2020
Q1 		$6K Buy
873
+16
+2% +$167 ﹤0.01% 335
2019
Q4 		$11K Sell
857
-336
-28% -$3.69K ﹤0.01% 302
2019
Q3 		$11K Buy
1,193
+17
+1% +$175 ﹤0.01% 485
2019
Q2 		$14K Sell
1,176
-1,298
-52% -$15.1K ﹤0.01% 445
2019
Q1 		$32K Sell
2,474
-1,558
-39% -$18.8K 0.01% 413
2018
Q4 		$42K Buy
4,032
+47
+1% +$548 0.01% 420
2018
Q3 		$55K Buy
3,985
+339
+9% +$5.12K 0.01% 419
2018
Q2 		$63K Buy
3,646
+3,538
+3,276% +$60K 0.01% 385
2018
Q1 		$6.17K Sell
108
-2,826
-96% -$53K 0.06% 129
2017
Q4 		$56K Sell
2,934
-6,935
-70% -$105K 0.01% 255
2017
Q3 		$139K Buy
9,869
+225
+2% +$3.16K 0.01% 295
2017
Q2 		$116K Buy
9,644
+9,634
+96,340% +$117K 0.01% 313
2017
Q1 		$719 Buy
+10
New +$144 ﹤0.01% 150

Other funds holding FCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sun Life Financial's FCX Position: Q2 2021 in Review

Sun Life Financial sold out of Freeport-McMoran (FCX) in Q2 2021, closing a stake of 855 shares — an estimated $28K sold.

Sun Life Financial first reported a position in FCX in Q1 2017 and held it in 17 quarters. The position peaked at $139K in Q3 2017. 1,106 funds tracked by Wall St. Rank hold FCX as of Q2 2021.

  • Sun Life Financial reported no remaining Freeport-McMoran position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 855 Freeport-McMoran shares in Q2 2021, an estimated $28K.
  • Sun Life Financial first reported a position in Freeport-McMoran in Q1 2017 and held it in 17 quarters.
  • Sun Life Financial's Freeport-McMoran position peaked at $139K in Q3 2017.
  • 1,106 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2021.

Based on Sun Life Financial's 13F filing for Q2 2021, filed 10 Aug 2021.