GJIA
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Glass Jacobson Investment Advisors’s Southern Copper SCCO Stock Holding History

Glass Jacobson Investment Advisors’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
Q2 		– Sell
-375
Closed -$32.6K – 789
2025
Q1 		$32.6K Sell
375
-3
-0.8% -$269 0.01% 435
2024
Q4 		$32.6K Buy
378
+3
+0.8% +$300 0.01% 435
2024
Q3 		$40.8K Buy
375
+1
+0.3% +$98 0.01% 389
2024
Q2 		$37.7K Hold
374
– – 0.01% 385
2024
Q1 		$37K Buy
374
+3
+0.8% +$240 0.01% 392
2023
Q4 		$29.6K Buy
371
+5
+1% +$348 0.01% 395
2023
Q3 		$25.5K Buy
366
+5
+1% +$365 0.01% 401
2023
Q2 		$24K Buy
+361
New +$24.6K 0.01% 413
2022
Q4 		$19.7K Buy
+352
New +$18K 0.01% 432

Other funds holding SCCO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return