EFS
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Essex Financial Services’s Southern Copper SCCO Stock Holding History

Essex Financial Services’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
2022
Q3 		– Sell
-6,034
Closed -$279K – 482
2022
Q2 		$279K Sell
6,034
-21,091
-78% -$1.22M 0.03% 373
2022
Q1 		$1.91M Buy
27,125
+4,141
+18% +$265K 0.18% 118
2021
Q4 		$1.31M Buy
+22,984
New +$1.28M 0.13% 163
2021
Q3 		– Sell
-3,760
Closed -$224K – 479
2021
Q2 		$224K Buy
+3,760
New +$244K 0.03% 404

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State Street
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Goldman Sachs
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Mirae Asset Global Investments
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MAMU
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Morgan Stanley
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PCA
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