Clearstead Trust’s Southern Copper SCCO Stock Holding History

Clearstead 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
2025 Q3	–	Sell	-4	Closed	-$405	–	1557
2025 Q2	$405	Buy	+4	New	+$348	﹤0.01%	1372

Other funds holding SCCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Clearstead Trust's SCCO Position: Q3 2025 in Review

Clearstead Trust sold out of Southern Copper (SCCO) in Q3 2025, closing a stake of 4 shares — an estimated $405 sold.

Clearstead Trust first reported a position in SCCO in Q2 2025 and held it in 1 quarter. The position peaked at $405 in Q2 2025. 686 funds tracked by Wall St. Rank hold SCCO as of Q3 2025.

Clearstead Trust reported no remaining Southern Copper position as of Q3 2025 after selling out during the quarter.
Clearstead Trust sold 4 Southern Copper shares in Q3 2025, an estimated $405.
Clearstead Trust first reported a position in Southern Copper in Q2 2025 and held it in 1 quarter.
Clearstead Trust's Southern Copper position peaked at $405 in Q2 2025.
686 funds tracked by Wall St. Rank held Southern Copper as of Q3 2025.

Based on Clearstead Trust's 13F filing for Q3 2025, filed 10 Nov 2025.