Sierra Ocean’s Southern Copper SCCO Stock Holding History

Sierra Ocean’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 Q3	–	Sell	-241	Closed	-$23.5K	–	779
2025 Q2	$23.5K	Sell	241 -1	-0.4%	-$88	0.02%	297
2025 Q1	$21.6K	Sell	242 -1	-0.4%	-$90	0.02%	288
2024 Q4	$21K	Buy	+243	New	+$24.3K	0.02%	287

Other funds holding SCCO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sierra Ocean's SCCO Position: Q3 2025 in Review

Sierra Ocean sold out of Southern Copper (SCCO) in Q3 2025, closing a stake of 241 shares — an estimated $23.5K sold.

Sierra Ocean first reported a position in SCCO in Q4 2024 and held it in 3 quarters. The position peaked at $23.5K in Q2 2025. 685 funds tracked by Wall St. Rank hold SCCO as of Q3 2025.

Sierra Ocean reported no remaining Southern Copper position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 241 Southern Copper shares in Q3 2025, an estimated $23.5K.
Sierra Ocean first reported a position in Southern Copper in Q4 2024 and held it in 3 quarters.
Sierra Ocean's Southern Copper position peaked at $23.5K in Q2 2025.
685 funds tracked by Wall St. Rank held Southern Copper as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.