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Fernwood Investment Management’s Southern Copper SCCO Stock Holding History

Fernwood Investment Management’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
-327
Closed -$32K – 604
2024
Q1 		$32K Buy
+327
New +$25.8K 0.01% 392

Other funds holding SCCO

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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $3.38T AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Fernwood Investment Management's SCCO Position: Q2 2024 in Review

Fernwood Investment Management sold out of Southern Copper (SCCO) in Q2 2024, closing a stake of 327 shares — an estimated $32K sold.

Fernwood Investment Management first reported a position in SCCO in Q1 2024 and held it in 1 quarter. The position peaked at $32K in Q1 2024. 620 funds tracked by Wall St. Rank hold SCCO as of Q2 2024.

  • Fernwood Investment Management reported no remaining Southern Copper position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 327 Southern Copper shares in Q2 2024, an estimated $32K.
  • Fernwood Investment Management first reported a position in Southern Copper in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Southern Copper position peaked at $32K in Q1 2024.
  • 620 funds tracked by Wall St. Rank held Southern Copper as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.