AIA
SCCO icon

Alera Investment Advisors’s Southern Copper SCCO Stock Holding History

Alera Investment Advisors’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
2024
Q3 		$217K Buy
+2,020
New +$197K 0.03% 257
2019
Q2 		– Sell
-25
Closed -$1K – 827
2019
Q1 		$1K Hold
25
– – ﹤0.01% 1060
2018
Q4 		$1K Buy
+25
New +$834 ﹤0.01% 1003

Other funds holding SCCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Alera Investment Advisors's SCCO Position: Q3 2024 in Review

Alera Investment Advisors opened a new position in Southern Copper (SCCO) in Q3 2024: 2,020 shares worth $217K. The stake represents 0.03% of the portfolio and ranks #257 among its holdings. This is a return to the name: Alera Investment Advisors previously reported a position in SCCO as recently as Q1 2019.

Alera Investment Advisors first reported a position in SCCO in Q4 2018 and has held it in 3 quarters since. 624 funds tracked by Wall St. Rank hold SCCO as of Q3 2024.

  • Alera Investment Advisors held 2,020 shares of Southern Copper worth $217K as of Q3 2024.
  • Southern Copper was a new Alera Investment Advisors position in Q3 2024.
  • Southern Copper made up 0.03% of Alera Investment Advisors's portfolio in Q3 2024, its #257 holding.
  • Alera Investment Advisors first reported a position in Southern Copper in Q4 2018 and has held it in 3 quarters since.
  • 624 funds tracked by Wall St. Rank held Southern Copper as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.