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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
4,053
+3,639
+879% +$203K 0.02% 837
2021
Q3 		$22K Hold
414
– – ﹤0.01% 1766
2021
Q2 		$25K Sell
414
-314
-43% -$20.4K ﹤0.01% 1671
2021
Q1 		$46K Buy
728
+404
+125% +$26.9K ﹤0.01% 1313
2020
Q4 		$20K Sell
324
-215
-40% -$11.1K ﹤0.01% 1539
2020
Q3 		$23K Buy
+539
New +$22.4K ﹤0.01% 1363
2020
Q2 		– Sell
-677
Closed -$18K – 1651
2020
Q1 		$18K Hold
677
– – ﹤0.01% 1316
2019
Q4 		$27K Sell
677
-681
-50% -$23.7K ﹤0.01% 1417
2019
Q3 		$43K Hold
1,358
– – ﹤0.01% 1188
2019
Q2 		$49K Buy
+1,358
New +$47.3K 0.01% 1175
2019
Q1 		– Sell
-566
Closed -$16K – 2044
2018
Q4 		$16K Buy
566
+512
+948% +$17.3K ﹤0.01% 1183
2018
Q3 		$2K Buy
+54
New +$2.22K ﹤0.01% 1326
2017
Q4 		– Sell
-270
Closed -$11K – 1190
2017
Q3 		$11K Sell
270
-431
-61% -$15.6K ﹤0.01% 1183
2017
Q2 		$23K Hold
701
– – 0.01% 1029
2017
Q1 		$23K Sell
701
-1,054
-60% -$35.7K 0.01% 1002
2016
Q4 		$52K Hold
1,755
– – 0.01% 950
2016
Q3 		$43K Sell
1,755
-107
-6% -$2.58K 0.01% 1019
2016
Q2 		$46K Sell
1,862
-108
-5% -$2.73K 0.01% 683
2016
Q1 		$50K Sell
1,970
-651
-25% -$15.4K 0.02% 624
2015
Q4 		$63K Sell
2,621
-109
-4% -$2.73K 0.02% 558
2015
Q3 		$67K Sell
2,730
-54
-2% -$1.37K 0.02% 545
2015
Q2 		$75K Sell
2,784
-344
-11% -$9.83K 0.03% 554
2015
Q1 		$84K Hold
3,128
– – 0.03% 514
2014
Q4 		$82K Sell
3,128
-577
-16% -$15.6K 0.03% 522
2014
Q3 		$102K Buy
+3,705
New +$110K 0.02% 654

Other funds holding SCCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 4,053 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. 446 funds tracked by Wall St. Rank hold SCCO as of Q4 2021.

  • Next Financial Group held 4,053 shares of Southern Copper worth $232K as of Q4 2021.
  • Next Financial Group bought 3,639 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.
  • 446 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.