SEC 13F Intelligence

Swaine & Leidel Wealth Services, LLC / SCCO

Swaine & Leidel Wealth Services, LLC’s Southern Copper Corp Position

Does Swaine & Leidel Wealth Services, LLC own Southern Copper Corp (SCCO)? Yes3.0K shares worth $3M (+2.31% of its 13F portfolio) as of Q1 2022, down from 44.2K shares the prior filed quarter.

Position Value
$3M
Q1 2022
Shares
3.0K
% of Portfolio
+2.31%
Quarters Held
6
currently held

Position History SCCO

Reported value by quarter
Q1 ’20: $721,000Q1 ’20Q2 ’20: $1MQ2 ’20Q3 ’20: $1MQ3 ’20Q4 ’20: $3MQ4 ’20Q1 ’21: $3MQ1 ’21Q1 ’22: $3MQ1 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20223.0K$3M+2.31%
Q1 202144.2K$3M+1.94%
Q4 202044.7K$3M+2.11%
Q3 202025.4K$1M+1.12%
Q2 202025.5K$1M+1.03%
Q1 202025.6K$721,000+0.75%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Swaine & Leidel Wealth Services, LLC’s full portfolio or all institutional holders of SCCO.