Yorktown Management & Research Company’s Southern Copper SCCO Stock Holding History

Yorktown Management & Research Company’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 Q4	–	Sell	-6,877	Closed	-$474K	–	224
2023 Q3	$474K	Hold	6,877	–	–	0.53%	57
2023 Q2	$452K	Hold	6,877	–	–	0.49%	79
2023 Q1	$480K	Hold	6,877	–	–	0.52%	75
2022 Q4	$380K	Hold	6,877	–	–	0.47%	92
2022 Q3	$282K	Buy	+6,877	New	+$301K	0.37%	115
2021 Q2	–	Sell	-3,766	Closed	-$234K	–	265
2021 Q1	$234K	Buy	+3,766	New	+$248K	0.19%	213
2020 Q2	–	Sell	-23,143	Closed	-$597K	–	309
2020 Q1	$597K	Sell	23,143 -11,572	-33%	-$384K	0.6%	43
2019 Q4	$1.35M	Hold	34,715	–	–	0.73%	17
2019 Q3	$1.08M	Buy	34,715 +20,960	+152%	+$657K	0.58%	32
2019 Q2	$490K	Buy	+13,755	New	+$473K	0.19%	148

Other funds holding SCCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Yorktown Management & Research Company's SCCO Position: Q4 2023 in Review

Yorktown Management & Research Company sold out of Southern Copper (SCCO) in Q4 2023, closing a stake of 6,877 shares — an estimated $474K sold.

Yorktown Management & Research Company first reported a position in SCCO in Q2 2019 and held it in 10 quarters. The position peaked at $1.35M in Q4 2019. 534 funds tracked by Wall St. Rank hold SCCO as of Q4 2023.

Yorktown Management & Research Company reported no remaining Southern Copper position as of Q4 2023 after selling out during the quarter.
Yorktown Management & Research Company sold 6,877 Southern Copper shares in Q4 2023, an estimated $474K.
Yorktown Management & Research Company first reported a position in Southern Copper in Q2 2019 and held it in 10 quarters.
Yorktown Management & Research Company's Southern Copper position peaked at $1.35M in Q4 2019.
534 funds tracked by Wall St. Rank held Southern Copper as of Q4 2023.

Based on Yorktown Management & Research Company's 13F filing for Q4 2023, filed 26 Jan 2024.