Carmel Capital Partners’s Banco Santander SAN Stock Holding History

Carmel Capital Partners’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
2023 Q4	–	Sell	-273	Closed	-$1.03K	–	581
2023 Q3	$1.03K	Hold	273	–	–	﹤0.01%	672
2023 Q2	$1.01K	Hold	273	–	–	﹤0.01%	389
2023 Q1	$1.01K	Buy	+273	New	+$972	﹤0.01%	434

Other funds holding SAN

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

MIP

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Carmel Capital Partners's SAN Position: Q4 2023 in Review

Carmel Capital Partners sold out of Banco Santander (SAN) in Q4 2023, closing a stake of 273 shares — an estimated $1.03K sold.

Carmel Capital Partners first reported a position in SAN in Q1 2023 and held it in 3 quarters. The position peaked at $1.03K in Q3 2023. 374 funds tracked by Wall St. Rank hold SAN as of Q4 2023.

Carmel Capital Partners reported no remaining Banco Santander position as of Q4 2023 after selling out during the quarter.
Carmel Capital Partners sold 273 Banco Santander shares in Q4 2023, an estimated $1.03K.
Carmel Capital Partners first reported a position in Banco Santander in Q1 2023 and held it in 3 quarters.
Carmel Capital Partners's Banco Santander position peaked at $1.03K in Q3 2023.
374 funds tracked by Wall St. Rank held Banco Santander as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.