Berman Capital Advisors’s Banco Santander SAN Stock Holding History

Berman Capital Advisors’s Portfolio SAN Stock Details SAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$10K	Buy	2,779 +973	+54%	+$3.59K	﹤0.01%	1195
2021 Q2	$7K	Buy	1,806 +708	+64%	+$2.75K	﹤0.01%	1256
2021 Q1	$3K	Buy	1,098 +640	+140%	+$2.17K	﹤0.01%	1436
2020 Q4	$1K	Sell	458 -371	-45%	-$939	﹤0.01%	1581
2020 Q3	$1K	Sell	829 -243	-23%	-$522	﹤0.01%	1507
2020 Q2	$2K	Sell	1,072 -2,242	-68%	-$4.9K	﹤0.01%	1315
2020 Q1	$7K	Buy	3,314 +2,852	+617%	+$9.78K	﹤0.01%	798
2019 Q4	$1K	Buy	462 +9	+2%	+$35	﹤0.01%	1380
2019 Q3	$1K	Sell	453 -3,288	-88%	-$13.1K	﹤0.01%	1361
2019 Q2	$16K	Sell	3,741 -645	-15%	-$2.9K	0.01%	581
2019 Q1	$19K	Buy	4,386 +2,132	+95%	+$9.73K	0.01%	473
2018 Q4	$9K	Sell	2,254 -10,362	-82%	-$47K	﹤0.01%	534
2018 Q3	$60K	Buy	+12,616	New	+$63.5K	0.03%	106
2018 Q2	–	Sell	-10,787	Closed	-$68K	–	121
2018 Q1	$68K	Buy	+10,787	New	+$71.4K	0.03%	111

Other funds holding SAN

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Berman Capital Advisors's SAN Position: Q3 2021 in Review

Berman Capital Advisors increased its Banco Santander (SAN) stake by 54% in Q3 2021, buying an estimated $3.59K and bringing the position to 2,779 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1195.

Berman Capital Advisors first reported a position in SAN in Q1 2018 and has held it in 14 quarters since. The position peaked at $68K in Q1 2018. 315 funds tracked by Wall St. Rank hold SAN as of Q3 2021.

Berman Capital Advisors held 2,779 shares of Banco Santander worth $10K as of Q3 2021.
Berman Capital Advisors bought 973 Banco Santander shares in Q3 2021, an estimated $3.59K.
Banco Santander made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1195 holding.
Berman Capital Advisors first reported a position in Banco Santander in Q1 2018 and has held it in 14 quarters since.
Berman Capital Advisors's Banco Santander position peaked at $68K in Q1 2018.
315 funds tracked by Wall St. Rank held Banco Santander as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.