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Next Financial Group’s Southern Copper SCCO Stock Holding History

Next Financial 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
2021
Q4 		$232K Buy
4,101
+3,682
+879% +$203K 0.02% 837
2021
Q3 		$22K Hold
419
– – ﹤0.01% 1766
2021
Q2 		$25K Sell
419
-318
-43% -$20.4K ﹤0.01% 1671
2021
Q1 		$46K Buy
737
+410
+125% +$27K ﹤0.01% 1313
2020
Q4 		$20K Sell
327
-219
-40% -$11.1K ﹤0.01% 1539
2020
Q3 		$23K Buy
+546
New +$22.4K ﹤0.01% 1363
2020
Q2 		– Sell
-686
Closed -$18K – 1651
2020
Q1 		$18K Hold
686
– – ﹤0.01% 1316
2019
Q4 		$27K Sell
686
-688
-50% -$23.7K ﹤0.01% 1417
2019
Q3 		$43K Hold
1,374
– – ﹤0.01% 1188
2019
Q2 		$49K Buy
+1,374
New +$47.3K 0.01% 1175
2019
Q1 		– Sell
-573
Closed -$16K – 2044
2018
Q4 		$16K Buy
573
+518
+942% +$17.3K ﹤0.01% 1183
2018
Q3 		$2K Buy
+55
New +$2.23K ﹤0.01% 1326
2017
Q4 		– Sell
-273
Closed -$11K – 1190
2017
Q3 		$11K Sell
273
-437
-62% -$15.6K ﹤0.01% 1183
2017
Q2 		$23K Hold
710
– – 0.01% 1029
2017
Q1 		$23K Sell
710
-1,066
-60% -$35.7K 0.01% 1002
2016
Q4 		$52K Hold
1,776
– – 0.01% 950
2016
Q3 		$43K Sell
1,776
-108
-6% -$2.58K 0.01% 1019
2016
Q2 		$46K Sell
1,884
-109
-5% -$2.73K 0.01% 683
2016
Q1 		$50K Sell
1,993
-660
-25% -$15.4K 0.02% 624
2015
Q4 		$63K Sell
2,653
-110
-4% -$2.72K 0.02% 558
2015
Q3 		$67K Sell
2,763
-55
-2% -$1.38K 0.02% 545
2015
Q2 		$75K Sell
2,818
-348
-11% -$9.82K 0.03% 554
2015
Q1 		$84K Hold
3,166
– – 0.03% 514
2014
Q4 		$82K Sell
3,166
-584
-16% -$15.6K 0.03% 522
2014
Q3 		$102K Buy
+3,750
New +$110K 0.02% 654

Other funds holding SCCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.46B AUM 30.05% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Next Financial Group's SCCO Position: Q4 2021 in Review

Next Financial Group increased its Southern Copper (SCCO) stake by 879% in Q4 2021, buying an estimated $203K and bringing the position to 4,101 shares worth $232K. The position accounts for 0.02% of the portfolio, ranked #837.

Next Financial Group first reported a position in SCCO in Q3 2014 and has held it in 25 quarters since. 448 funds tracked by Wall St. Rank hold SCCO as of Q4 2021.

  • Next Financial Group held 4,101 shares of Southern Copper worth $232K as of Q4 2021.
  • Next Financial Group bought 3,682 Southern Copper shares in Q4 2021, an estimated $203K.
  • Southern Copper made up 0.02% of Next Financial Group's portfolio in Q4 2021, its #837 holding.
  • Next Financial Group first reported a position in Southern Copper in Q3 2014 and has held it in 25 quarters since.
  • 448 funds tracked by Wall St. Rank held Southern Copper as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.