Winslow Evans & Crocker’s Southern Copper SCCO Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$98K	Buy	+1,629	New	+$83.8K	0.02%	440
2018 Q2	–	Sell	-7,234	Closed	-$363K	–	1160
2018 Q1	$363K	Hold	7,234	–	–	0.12%	178
2017 Q4	$318K	Hold	7,234	–	–	0.1%	199
2017 Q3	$267K	Buy	7,234 +7,148	+8,312%	+$259K	0.09%	218
2017 Q2	$2.77K	Hold	86	–	–	﹤0.01%	1146
2017 Q1	$2.87K	Hold	86	–	–	﹤0.01%	1112
2016 Q4	$2.56K	Hold	86	–	–	﹤0.01%	1125
2016 Q3	$2.1K	Hold	86	–	–	﹤0.01%	1184
2016 Q2	$2.16K	Hold	86	–	–	﹤0.01%	1160
2016 Q1	$2.22K	Hold	86	–	–	﹤0.01%	1156
2015 Q4	$2.09K	Hold	86	–	–	﹤0.01%	1231
2015 Q3	$2.14K	Hold	86	–	–	﹤0.01%	1168
2015 Q2	$2.35K	Hold	86	–	–	﹤0.01%	1188
2015 Q1	$2.34K	Sell	86 -130	-60%	-$3.47K	﹤0.01%	1157
2014 Q4	$5.64K	Sell	216 -86	-28%	-$2.32K	﹤0.01%	1012
2014 Q3	$8.3K	Sell	302 -654	-68%	-$19.5K	﹤0.01%	932
2014 Q2	$26.9K	Buy	956 +654	+217%	+$18K	0.01%	609
2014 Q1	$8.15K	Buy	302 +216	+251%	+$5.81K	﹤0.01%	899
2013 Q4	$2K	Buy	+86	New	+$2.16K	﹤0.01%	1302

Other funds holding SCCO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Winslow Evans & Crocker's SCCO Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in Southern Copper (SCCO) in Q4 2020: 1,629 shares worth $98K. The stake represents 0.02% of the portfolio and ranks #440 among its holdings. This is a return to the name: Winslow Evans & Crocker previously reported a position in SCCO as recently as Q1 2018.

Winslow Evans & Crocker first reported a position in SCCO in Q4 2013 and has held it in 19 quarters since. The position peaked at $363K in Q1 2018. 376 funds tracked by Wall St. Rank hold SCCO as of Q4 2020.

Winslow Evans & Crocker held 1,629 shares of Southern Copper worth $98K as of Q4 2020.
Southern Copper was a new Winslow Evans & Crocker position in Q4 2020.
Southern Copper made up 0.02% of Winslow Evans & Crocker's portfolio in Q4 2020, its #440 holding.
Winslow Evans & Crocker first reported a position in Southern Copper in Q4 2013 and has held it in 19 quarters since.
Winslow Evans & Crocker's Southern Copper position peaked at $363K in Q1 2018.
376 funds tracked by Wall St. Rank held Southern Copper as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.