SIM
SCCO icon

Synergy Investment Management’s Southern Copper SCCO Stock Holding History

Synergy Investment Management’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
Q2 		– Sell
-63
Closed -$5.61K – 463
2025
Q1 		$5.61K Hold
63
– – ﹤0.01% 440
2024
Q4 		$5.47K Buy
+63
New +$6.29K ﹤0.01% 452

Other funds holding SCCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Synergy Investment Management's SCCO Position: Q2 2025 in Review

Synergy Investment Management sold out of Southern Copper (SCCO) in Q2 2025, closing a stake of 63 shares — an estimated $5.61K sold.

Synergy Investment Management first reported a position in SCCO in Q4 2024 and held it in 2 quarters. The position peaked at $5.61K in Q1 2025. 655 funds tracked by Wall St. Rank hold SCCO as of Q2 2025.

  • Synergy Investment Management reported no remaining Southern Copper position as of Q2 2025 after selling out during the quarter.
  • Synergy Investment Management sold 63 Southern Copper shares in Q2 2025, an estimated $5.61K.
  • Synergy Investment Management first reported a position in Southern Copper in Q4 2024 and held it in 2 quarters.
  • Synergy Investment Management's Southern Copper position peaked at $5.61K in Q1 2025.
  • 655 funds tracked by Wall St. Rank held Southern Copper as of Q2 2025.

Based on Synergy Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.