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	428 +101	+31%	+$5.85K	﹤0.01%	975
2021 Q2	$19K	Buy	327 +57	+21%	+$3.7K	﹤0.01%	932
2021 Q1	$17K	Buy	270 +56	+26%	+$3.73K	﹤0.01%	845
2020 Q4	$12K	Buy	214 +3	+1%	+$154	﹤0.01%	855
2020 Q3	$8K	Buy	211 +1	+0.5%	+$42	﹤0.01%	886
2020 Q2	$7K	Sell	210 -131	-38%	-$4.15K	﹤0.01%	897
2020 Q1	$8K	Buy	341 +286	+520%	+$9.59K	﹤0.01%	736
2019 Q4	$2K	Hold	55	–	–	﹤0.01%	1236
2019 Q3	$1K	Sell	55 -211	-79%	-$6.69K	﹤0.01%	1362
2019 Q2	$9K	Buy	+266	New	+$9.26K	﹤0.01%	781

Other funds holding SCCO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

MAMU

Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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 $5.85K and bringing the position to 428 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 428 shares of Southern Copper worth $21K as of Q3 2021.
Berman Capital Advisors bought 101 Southern Copper shares in Q3 2021, an estimated $5.85K.
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.