EWM
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Elmwood Wealth Management’s Banco Santander SAN Stock Holding History

Elmwood Wealth Management’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
2022
Q1 		– Sell
-192
Closed -$1K – 279
2021
Q4 		$1K Buy
+192
New +$674 ﹤0.01% 357

Other funds holding SAN

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Elmwood Wealth Management's SAN Position: Q1 2022 in Review

Elmwood Wealth Management sold out of Banco Santander (SAN) in Q1 2022, closing a stake of 192 shares — an estimated $1K sold.

Elmwood Wealth Management first reported a position in SAN in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 311 funds tracked by Wall St. Rank hold SAN as of Q1 2022.

  • Elmwood Wealth Management reported no remaining Banco Santander position as of Q1 2022 after selling out during the quarter.
  • Elmwood Wealth Management sold 192 Banco Santander shares in Q1 2022, an estimated $1K.
  • Elmwood Wealth Management first reported a position in Banco Santander in Q4 2021 and held it in 1 quarter.
  • Elmwood Wealth Management's Banco Santander position peaked at $1K in Q4 2021.
  • 311 funds tracked by Wall St. Rank held Banco Santander as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.