Berman Capital Advisors’s Southern Copper SCCO Stock Holding History

Berman Capital 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
2021 Q3	$21K	Buy	433 +102	+31%	+$5.84K	﹤0.01%	975
2021 Q2	$19K	Buy	331 +58	+21%	+$3.72K	﹤0.01%	932
2021 Q1	$17K	Buy	273 +57	+26%	+$3.75K	﹤0.01%	845
2020 Q4	$12K	Buy	216 +2	+0.9%	+$102	﹤0.01%	855
2020 Q3	$8K	Buy	214 +1	+0.5%	+$41	﹤0.01%	886
2020 Q2	$7K	Sell	213 -132	-38%	-$4.13K	﹤0.01%	897
2020 Q1	$8K	Buy	345 +289	+516%	+$9.58K	﹤0.01%	736
2019 Q4	$2K	Hold	56	–	–	﹤0.01%	1236
2019 Q3	$1K	Sell	56 -214	-79%	-$6.71K	﹤0.01%	1362
2019 Q2	$9K	Buy	+270	New	+$9.29K	﹤0.01%	781

Other funds holding SCCO

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

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

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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

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

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

MAMU

Marathon Asset Management (UK) London, United Kingdom $2.46B AUM 30.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Berman Capital Advisors's SCCO Position: Q3 2021 in Review

Berman Capital Advisors increased its Southern Copper (SCCO) stake by 31% in Q3 2021, buying an estimated $5.84K and bringing the position to 433 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #975.

Berman Capital Advisors first reported a position in SCCO in Q2 2019 and has held it in 10 quarters since. 418 funds tracked by Wall St. Rank hold SCCO as of Q3 2021.

Berman Capital Advisors held 433 shares of Southern Copper worth $21K as of Q3 2021.
Berman Capital Advisors bought 102 Southern Copper shares in Q3 2021, an estimated $5.84K.
Southern Copper made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #975 holding.
Berman Capital Advisors first reported a position in Southern Copper in Q2 2019 and has held it in 10 quarters since.
418 funds tracked by Wall St. Rank held Southern Copper as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.