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Calton & Associates’s Southern Copper SCCO Stock Holding History

Calton & Associates’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
Q1 		– Sell
-3,748
Closed -$296K – 243
2023
Q4 		$296K Buy
+3,748
New +$258K 0.12% 160
2018
Q1 		– Sell
-312
Closed -$14K – 1098
2017
Q4 		$14K Buy
+312
New +$12.4K ﹤0.01% 980

Other funds holding SCCO

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 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

Calton & Associates's SCCO Position: Q1 2024 in Review

Calton & Associates sold out of Southern Copper (SCCO) in Q1 2024, closing a stake of 3,748 shares — an estimated $296K sold.

Calton & Associates first reported a position in SCCO in Q4 2017 and held it in 2 quarters. The position peaked at $296K in Q4 2023. 576 funds tracked by Wall St. Rank hold SCCO as of Q1 2024.

  • Calton & Associates reported no remaining Southern Copper position as of Q1 2024 after selling out during the quarter.
  • Calton & Associates sold 3,748 Southern Copper shares in Q1 2024, an estimated $296K.
  • Calton & Associates first reported a position in Southern Copper in Q4 2017 and held it in 2 quarters.
  • Calton & Associates's Southern Copper position peaked at $296K in Q4 2023.
  • 576 funds tracked by Wall St. Rank held Southern Copper as of Q1 2024.

Based on Calton & Associates's 13F filing for Q1 2024, filed 16 Apr 2024.