Advisory Research’s Southern Copper SCCO Stock Holding History

Advisory Research’s Portfolio SCCO Stock Details SCCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-5,183	Closed	-$357K	–	460
2023 Q3	$357K	Buy	+5,183	New	+$374K	0.05%	337

Other funds holding SCCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Advisory Research's SCCO Position: Q4 2023 in Review

Advisory Research sold out of Southern Copper (SCCO) in Q4 2023, closing a stake of 5,183 shares — an estimated $357K sold.

Advisory Research first reported a position in SCCO in Q3 2023 and held it in 1 quarter. The position peaked at $357K in Q3 2023. 534 funds tracked by Wall St. Rank hold SCCO as of Q4 2023.

Advisory Research reported no remaining Southern Copper position as of Q4 2023 after selling out during the quarter.
Advisory Research sold 5,183 Southern Copper shares in Q4 2023, an estimated $357K.
Advisory Research first reported a position in Southern Copper in Q3 2023 and held it in 1 quarter.
Advisory Research's Southern Copper position peaked at $357K in Q3 2023.
534 funds tracked by Wall St. Rank held Southern Copper as of Q4 2023.

Based on Advisory Research's 13F filing for Q4 2023, filed 13 Feb 2024.