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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
-511
Closed -$28.9K – 767
2021
Q4 		$28.9K Sell
511
-437
-46% -$24.1K ﹤0.01% 525
2021
Q3 		$48.7K Buy
948
+874
+1,181% +$50K 0.01% 453
2021
Q2 		$4.37K Hold
74
– – ﹤0.01% 692
2021
Q1 		$4.62K Hold
74
– – ﹤0.01% 675
2020
Q4 		$4.43K Hold
74
– – ﹤0.01% 679
2020
Q3 		$3.08K Sell
74
-26
-26% -$1.07K ﹤0.01% 688
2020
Q2 		$3.66K Hold
100
– – ﹤0.01% 713
2020
Q1 		$2.59K Hold
100
– – ﹤0.01% 742
2019
Q4 		$3.91K Buy
+100
New +$3.44K ﹤0.01% 754

Other funds holding SCCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.46B AUM 30.05% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Caldwell Trust's SCCO Position: Q1 2022 in Review

Caldwell Trust sold out of Southern Copper (SCCO) in Q1 2022, closing a stake of 511 shares — an estimated $28.9K sold.

Caldwell Trust first reported a position in SCCO in Q4 2019 and held it in 9 quarters. The position peaked at $48.7K in Q3 2021. 495 funds tracked by Wall St. Rank hold SCCO as of Q1 2022.

  • Caldwell Trust reported no remaining Southern Copper position as of Q1 2022 after selling out during the quarter.
  • Caldwell Trust sold 511 Southern Copper shares in Q1 2022, an estimated $28.9K.
  • Caldwell Trust first reported a position in Southern Copper in Q4 2019 and held it in 9 quarters.
  • Caldwell Trust's Southern Copper position peaked at $48.7K in Q3 2021.
  • 495 funds tracked by Wall St. Rank held Southern Copper as of Q1 2022.

Based on Caldwell Trust's 13F filing for Q1 2022, filed 2 Oct 2025.