EVM
TEF

Evelyn V. Moreno’s Telefonica TEF Stock Holding History

Evelyn V. Moreno’s Portfolio TEF Stock Details TEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$70.2K Hold
18,004
– – 0.03% 138
2023
Q3 		$73.3K Sell
18,004
-7,366
-29% -$29.8K 0.02% 138
2023
Q2 		$102K Buy
25,370
+7,366
+41% +$31.2K 0.02% 122
2023
Q1 		$77.1K Hold
18,004
– – 0.02% 119
2022
Q4 		$64.3K Buy
+18,004
New +$62.9K 0.01% 161

Other funds holding TEF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Evelyn V. Moreno's TEF Position: Q4 2023 in Review

Evelyn V. Moreno held its Telefonica (TEF) position steady in Q4 2023 at 18,004 shares worth $70.2K. The position accounts for 0.03% of the portfolio, ranked #138.

Evelyn V. Moreno first reported a position in TEF in Q4 2022 and has held it in 5 quarters since. The position peaked at $102K in Q2 2023. 230 funds tracked by Wall St. Rank hold TEF as of Q4 2023.

  • Evelyn V. Moreno held 18,004 shares of Telefonica worth $70.2K as of Q4 2023.
  • Evelyn V. Moreno left its Telefonica share count unchanged in Q4 2023.
  • Telefonica made up 0.03% of Evelyn V. Moreno's portfolio in Q4 2023, its #138 holding.
  • Evelyn V. Moreno first reported a position in Telefonica in Q4 2022 and has held it in 5 quarters since.
  • Evelyn V. Moreno's Telefonica position peaked at $102K in Q2 2023.
  • 230 funds tracked by Wall St. Rank held Telefonica as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.