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Moneda USA’s Southern Copper SCCO Stock Holding History

Moneda USA’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
2023
Q3 		$1.22M Sell
17,536
-1,963
-10% -$143K 2.24% 8
2023
Q2 		$1.3M Sell
19,499
-1,767
-8% -$121K 2.66% 8
2023
Q1 		$1.5M Hold
21,266
– – 3.1% 7
2022
Q4 		$1.19M Buy
21,266
+191
+0.9% +$9.75K 1.88% 8
2022
Q3 		$876K Sell
21,075
-651
-3% -$28.8K 1.1% 8
2022
Q2 		$1M Hold
21,726
– – 1.28% 8
2022
Q1 		$1.52M Buy
+21,726
New +$1.39M 1.36% 10

Other funds holding SCCO

BlackRock
BlackRock New York $5.72T 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
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 $2.9T AUM 29.55% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Moneda USA's SCCO Position: Q3 2023 in Review

Moneda USA reduced its Southern Copper (SCCO) stake by 10% in Q3 2023, selling an estimated $143K and leaving 17,536 shares worth $1.22M. The position accounts for 2.24% of the portfolio, ranked #8.

Moneda USA first reported a position in SCCO in Q1 2022 and has held it in 7 quarters since. The position peaked at $1.52M in Q1 2022. 489 funds tracked by Wall St. Rank hold SCCO as of Q3 2023.

  • Moneda USA held 17,536 shares of Southern Copper worth $1.22M as of Q3 2023.
  • Moneda USA sold 1,963 Southern Copper shares in Q3 2023, an estimated $143K.
  • Southern Copper made up 2.24% of Moneda USA's portfolio in Q3 2023, its #8 holding.
  • Moneda USA first reported a position in Southern Copper in Q1 2022 and has held it in 7 quarters since.
  • Moneda USA's Southern Copper position peaked at $1.52M in Q1 2022.
  • 489 funds tracked by Wall St. Rank held Southern Copper as of Q3 2023.

Based on Moneda USA's 13F filing for Q3 2023, filed 2 Nov 2023.