Whipplewood Advisors’s Southern Copper SCCO Stock Holding History

Whipplewood Advisors’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
2026 Q1	$9.46K	Buy	56 +40	+250%	+$7.32K	﹤0.01%	503
2025 Q4	$2.3K	Buy	+16	New	+$2.12K	﹤0.01%	339
2025 Q3	–	Sell	-78	Closed	-$7.59K	–	1002
2025 Q2	$7.59K	Buy	78 +54	+225%	+$4.75K	﹤0.01%	613
2025 Q1	$7.01K	Sell	24 -55	-70%	-$4.94K	﹤0.01%	628
2024 Q4	$6.83K	Buy	+79	New	+$7.89K	﹤0.01%	627

Other funds holding SCCO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital World Investors

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

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

T. Rowe Price Associates

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

Neuberger Berman Group

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

Mirae Asset Global ETFs Holdings

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Fisher Asset Management

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

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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