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Simplicity Solutions’s Southern Copper SCCO Stock Holding History

Simplicity Solutions’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
Q4 		$338K Sell
4,237
-742
-15% -$51.6K 0.01% 798
2023
Q3 		$348K Sell
4,979
-340
-6% -$24.8K 0.01% 715
2023
Q2 		$354K Sell
5,319
-5,283
-50% -$361K 0.01% 773
2023
Q1 		$749K Buy
+10,602
New +$721K 0.02% 570
2021
Q2 		– Sell
-3,436
Closed -$216K – 562
2021
Q1 		$216K Buy
+3,436
New +$229K 0.05% 453

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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

Simplicity Solutions's SCCO Position: Q4 2023 in Review

Simplicity Solutions reduced its Southern Copper (SCCO) stake by 15% in Q4 2023, selling an estimated $51.6K and leaving 4,237 shares worth $338K. The position accounts for 0.01% of the portfolio, ranked #798.

Simplicity Solutions first reported a position in SCCO in Q1 2021 and has held it in 5 quarters since. The position peaked at $749K in Q1 2023. 533 funds tracked by Wall St. Rank hold SCCO as of Q4 2023.

  • Simplicity Solutions held 4,237 shares of Southern Copper worth $338K as of Q4 2023.
  • Simplicity Solutions sold 742 Southern Copper shares in Q4 2023, an estimated $51.6K.
  • Southern Copper made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #798 holding.
  • Simplicity Solutions first reported a position in Southern Copper in Q1 2021 and has held it in 5 quarters since.
  • Simplicity Solutions's Southern Copper position peaked at $749K in Q1 2023.
  • 533 funds tracked by Wall St. Rank held Southern Copper as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.