Donoghue Forlines’s Southern Copper SCCO Stock Holding History

Donoghue Forlines’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 Q2	–	Sell	-10,236	Closed	-$1.01M	–	257
2024 Q1	$1.01M	Sell	10,236 -1,610	-14%	-$129K	0.29%	87
2023 Q4	$945K	Buy	11,846 +2,050	+21%	+$143K	0.3%	88
2023 Q3	$684K	Sell	9,796 -5,729	-37%	-$419K	0.24%	134
2023 Q2	$1.03M	Buy	15,525 +4,027	+35%	+$275K	0.32%	76
2023 Q1	$813K	Sell	11,498 -4,616	-29%	-$314K	0.29%	98
2022 Q4	$902K	Sell	16,114 -4,629	-22%	-$236K	0.32%	110
2022 Q3	$862K	Sell	20,743 -9,615	-32%	-$425K	0.31%	50
2022 Q2	$1.4M	Buy	30,358 +9,545	+46%	+$551K	0.37%	48
2022 Q1	$1.46M	Sell	20,813 -16,253	-44%	-$1.04M	0.32%	74
2021 Q4	$2.12M	Buy	+37,066	New	+$2.07M	0.36%	48
2021 Q2	–	Sell	-26,548	Closed	-$1.67M	–	238
2021 Q1	$1.67M	Buy	+26,548	New	+$1.77M	0.32%	79

Other funds holding SCCO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

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

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Mawer Investment Management

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return