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Disciplined Investments’s Southern Copper SCCO Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-12
Closed -$789 – 1277
2023
Q2 		$789 Sell
12
-2
-14% -$135 ﹤0.01% 1062
2023
Q1 		$991 Buy
14
+2
+17% +$134 ﹤0.01% 960
2022
Q4 		$664 Sell
12
-225
-95% -$11.3K ﹤0.01% 1071
2022
Q3 		$10K Sell
237
-3
-1% -$131 ﹤0.01% 361
2022
Q2 		$11K Buy
240
+3
+1% +$171 0.01% 370
2022
Q1 		$16K Buy
237
+8
+3% +$506 0.01% 357
2021
Q4 		$13K Buy
+229
New +$12.6K 0.01% 340

Other funds holding SCCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Disciplined Investments's SCCO Position: Q3 2023 in Review

Disciplined Investments sold out of Southern Copper (SCCO) in Q3 2023, closing a stake of 12 shares — an estimated $789 sold.

Disciplined Investments first reported a position in SCCO in Q4 2021 and held it in 7 quarters. The position peaked at $16K in Q1 2022. 489 funds tracked by Wall St. Rank hold SCCO as of Q3 2023.

  • Disciplined Investments reported no remaining Southern Copper position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 12 Southern Copper shares in Q3 2023, an estimated $789.
  • Disciplined Investments first reported a position in Southern Copper in Q4 2021 and held it in 7 quarters.
  • Disciplined Investments's Southern Copper position peaked at $16K in Q1 2022.
  • 489 funds tracked by Wall St. Rank held Southern Copper as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.