AG
BSMX

Aperio Group’s Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México BSMX Stock Holding History

Aperio Group’s Portfolio BSMX Stock Details BSMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$564K Sell
109,584
-5,952
-5% -$26.9K ﹤0.01% 1906
2020
Q3 		$370K Sell
115,536
-54,022
-32% -$180K ﹤0.01% 1973
2020
Q2 		$612K Sell
169,558
-232,816
-58% -$726K ﹤0.01% 1676
2020
Q1 		$1.3M Buy
402,374
+48,137
+14% +$303K 0.01% 1194
2019
Q4 		$2.4M Sell
354,237
-75,707
-18% -$503K 0.01% 1016
2019
Q3 		$2.71M Sell
429,944
-56,012
-12% -$384K 0.01% 926
2019
Q2 		$3.72M Sell
485,956
-23,451
-5% -$181K 0.02% 816
2019
Q1 		$3.45M Buy
509,407
+246,515
+94% +$1.68M 0.01% 819
2018
Q4 		$1.62M Sell
262,892
-61,931
-19% -$416K 0.01% 1074
2018
Q3 		$2.52M Buy
324,823
+34,375
+12% +$270K 0.01% 942
2018
Q2 		$1.94M Buy
290,448
+238,561
+460% +$1.66M 0.01% 1043
2018
Q1 		$372K Sell
51,887
-12,730
-20% -$94K ﹤0.01% 1841
2017
Q4 		$472K Sell
64,617
-61
-0.1% -$509 ﹤0.01% 1728
2017
Q3 		$653K Buy
64,678
+6,604
+11% +$67.7K ﹤0.01% 1525
2017
Q2 		$560K Buy
58,074
+5,518
+10% +$51.1K ﹤0.01% 1592
2017
Q1 		$475K Sell
52,556
-43,266
-45% -$329K ﹤0.01% 1574
2016
Q4 		$689K Sell
95,822
-151,261
-61% -$1.22M 0.01% 1328
2016
Q3 		$2.17M Sell
247,083
-15,059
-6% -$140K 0.02% 806
2016
Q2 		$2.38M Buy
262,142
+41,305
+19% +$368K 0.02% 739
2016
Q1 		$1.99M Sell
220,837
-81,089
-27% -$648K 0.02% 789
2015
Q4 		$2.62M Buy
301,926
+54,206
+22% +$475K 0.02% 657
2015
Q3 		$1.82M Buy
247,720
+127,723
+106% +$1.06M 0.02% 756
2015
Q2 		$1.1M Sell
119,997
-171,443
-59% -$1.72M 0.01% 934
2015
Q1 		$3.18M Buy
291,440
+189,439
+186% +$2.03M 0.04% 527
2014
Q4 		$1.06M Buy
102,001
+55,270
+118% +$647K 0.01% 884
2014
Q3 		$632K Buy
46,731
+3,290
+8% +$45.4K 0.01% 1030
2014
Q2 		$577K Buy
43,441
+3,874
+10% +$49.4K 0.01% 1063
2014
Q1 		$486K Buy
+39,567
New +$459K 0.01% 1345
2013
Q4 		– Sell
-32,207
Closed -$444K – 1334
2013
Q3 		$445K Buy
32,207
+16,907
+111% +$242K 0.01% 1185
2013
Q2 		$217K Buy
+15,300
New +$238K 0.01% 1455

Other funds holding BSMX

BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Aperio Group's BSMX Position: Q4 2020 in Review

Aperio Group reduced its Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México (BSMX) stake by 5.2% in Q4 2020, selling an estimated $26.9K and leaving 109,584 shares worth $564K. The position accounts for ﹤0.01% of the portfolio, ranked #1906.

Aperio Group first reported a position in BSMX in Q2 2013 and has held it in 30 quarters since. The position peaked at $3.72M in Q2 2019. 49 funds tracked by Wall St. Rank hold BSMX as of Q4 2020.

  • Aperio Group held 109,584 shares of Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México worth $564K as of Q4 2020.
  • Aperio Group sold 5,952 Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México shares in Q4 2020, an estimated $26.9K.
  • Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1906 holding.
  • Aperio Group first reported a position in Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México in Q2 2013 and has held it in 30 quarters since.
  • Aperio Group's Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México position peaked at $3.72M in Q2 2019.
  • 49 funds tracked by Wall St. Rank held Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.