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Steward Financial Group’s Southern Copper SCCO Stock Holding History

Steward 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
2023
Q3 		$2K Buy
+39
New +$2.82K ﹤0.01% 1038
2023
Q2 		– Sell
-47
Closed -$3K – 907
2023
Q1 		$3K Buy
47
+32
+213% +$2.15K ﹤0.01% 433
2022
Q4 		$0 Buy
+15
New +$756 ﹤0.01% 778

Other funds holding SCCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $3.37T AUM 44.26% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Steward Financial Group's SCCO Position: Q3 2023 in Review

Steward Financial Group opened a new position in Southern Copper (SCCO) in Q3 2023: 39 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1038 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in SCCO as recently as Q1 2023.

Steward Financial Group first reported a position in SCCO in Q4 2022 and has held it in 3 quarters since. The position peaked at $3K in Q1 2023. 489 funds tracked by Wall St. Rank hold SCCO as of Q3 2023.

  • Steward Financial Group held 39 shares of Southern Copper worth $2K as of Q3 2023.
  • Southern Copper was a new Steward Financial Group position in Q3 2023.
  • Southern Copper made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1038 holding.
  • Steward Financial Group first reported a position in Southern Copper in Q4 2022 and has held it in 3 quarters since.
  • Steward Financial Group's Southern Copper position peaked at $3K in Q1 2023.
  • 489 funds tracked by Wall St. Rank held Southern Copper as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.