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Lake Street Advisors Group’s Southern Copper SCCO Stock Holding History

Lake Street Advisors Group’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
Q4 		$288K Sell
3,334
-6
-0.2% -$599 0.01% 461
2024
Q3 		$364K Sell
3,340
-4
-0.1% -$394 0.02% 401
2024
Q2 		$337K Sell
3,344
-141
-4% -$15K 0.02% 411
2024
Q1 		$344K Sell
3,485
-1
-0% -$80 0.02% 427
2023
Q4 		$278K Buy
+3,486
New +$242K 0.01% 466

Other funds holding SCCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Lake Street Advisors Group's SCCO Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Southern Copper (SCCO) stake by 0.18% in Q4 2024, selling an estimated $599 and leaving 3,334 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #461.

Lake Street Advisors Group first reported a position in SCCO in Q4 2023 and has held it in 5 quarters since. The position peaked at $364K in Q3 2024. 631 funds tracked by Wall St. Rank hold SCCO as of Q4 2024.

  • Lake Street Advisors Group held 3,334 shares of Southern Copper worth $288K as of Q4 2024.
  • Lake Street Advisors Group sold 6 Southern Copper shares in Q4 2024, an estimated $599.
  • Southern Copper made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #461 holding.
  • Lake Street Advisors Group first reported a position in Southern Copper in Q4 2023 and has held it in 5 quarters since.
  • Lake Street Advisors Group's Southern Copper position peaked at $364K in Q3 2024.
  • 631 funds tracked by Wall St. Rank held Southern Copper as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.