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Swaine & Leidel Wealth Services’s Southern Copper SCCO Stock Holding History

Swaine & Leidel Wealth Services’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
2022
Q1 		$3M Buy
+3,278
New +$207K 2.31% 26
2021
Q1 		$3M Sell
48,304
-519
-1% -$34.1K 1.94% 32
2020
Q4 		$2.91M Buy
48,823
+21,060
+76% +$1.07M 2.11% 29
2020
Q3 		$1.15M Sell
27,763
-45
-0.2% -$1.85K 1.12% 34
2020
Q2 		$1.01M Sell
27,808
-143
-0.5% -$4.47K 1.03% 33
2020
Q1 		$721K Buy
+27,951
New +$927K 0.75% 39

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.46B AUM 30.05% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Swaine & Leidel Wealth Services's SCCO Position: Q1 2022 in Review

Swaine & Leidel Wealth Services opened a new position in Southern Copper (SCCO) in Q1 2022: 3,278 shares worth $3M. The stake represents 2.31% of the portfolio and ranks #26 among its holdings. This is a return to the name: Swaine & Leidel Wealth Services previously reported a position in SCCO as recently as Q1 2021.

Swaine & Leidel Wealth Services first reported a position in SCCO in Q1 2020 and has held it in 6 quarters since. 495 funds tracked by Wall St. Rank hold SCCO as of Q1 2022.

  • Swaine & Leidel Wealth Services held 3,278 shares of Southern Copper worth $3M as of Q1 2022.
  • Southern Copper was a new Swaine & Leidel Wealth Services position in Q1 2022.
  • Southern Copper made up 2.31% of Swaine & Leidel Wealth Services's portfolio in Q1 2022, its #26 holding.
  • Swaine & Leidel Wealth Services first reported a position in Southern Copper in Q1 2020 and has held it in 6 quarters since.
  • 495 funds tracked by Wall St. Rank held Southern Copper as of Q1 2022.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2022, filed 17 May 2022.