CT
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Caldwell Trust’s Southern Copper SCCO Stock Holding History

Caldwell Trust’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
2022
Q1 		– Sell
-505
Closed -$28.9K – 767
2021
Q4 		$28.9K Sell
505
-431
-46% -$24.1K ﹤0.01% 525
2021
Q3 		$48.7K Buy
936
+863
+1,182% +$50K 0.01% 453
2021
Q2 		$4.37K Hold
73
– – ﹤0.01% 692
2021
Q1 		$4.62K Hold
73
– – ﹤0.01% 675
2020
Q4 		$4.43K Hold
73
– – ﹤0.01% 679
2020
Q3 		$3.08K Sell
73
-26
-26% -$1.08K ﹤0.01% 688
2020
Q2 		$3.66K Hold
99
– – ﹤0.01% 713
2020
Q1 		$2.59K Hold
99
– – ﹤0.01% 742
2019
Q4 		$3.91K Buy
+99
New +$3.45K ﹤0.01% 754

Other funds holding SCCO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return