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Cape Investment Advisory’s Southern Copper SCCO Stock Holding History

Cape Investment Advisory’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
2025
Q3 		– Sell
-352
Closed -$34.3K – 1128
2025
Q2 		$34.3K Buy
352
+67
+24% +$5.9K 0.01% 420
2025
Q1 		$25.4K Sell
285
-113
-28% -$10.1K 0.01% 437
2024
Q4 		$34.3K Sell
398
-95
-19% -$9.49K 0.01% 395
2024
Q3 		$53.7K Sell
493
-13
-3% -$1.28K 0.02% 313
2024
Q2 		$51.1K Sell
506
-48
-9% -$5.11K 0.02% 290
2024
Q1 		$54.7K Buy
554
+1
+0.2% +$80 0.03% 297
2023
Q4 		$44.1K Buy
553
+74
+15% +$5.15K 0.02% 370
2023
Q3 		$33.4K Buy
479
+127
+36% +$9.28K 0.02% 359
2023
Q2 		$23.4K Sell
352
-677
-66% -$46.2K 0.01% 414
2023
Q1 		$72.7K Buy
+1,029
New +$69.9K 0.04% 223

Other funds holding SCCO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return