ECM
TEF

Evergreen Capital Management’s Telefonica TEF Stock Holding History

Evergreen Capital Management’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
2026
Q1 		– Sell
-22,355
Closed -$94.5K – 1612
2025
Q4 		$94.5K Sell
22,355
-3,392
-13% -$15.3K ﹤0.01% 1370
2025
Q3 		$131K Hold
25,747
– – ﹤0.01% 1269
2025
Q2 		$139K Hold
25,747
– – ﹤0.01% 1071
2025
Q1 		$120K Hold
25,747
– – ﹤0.01% 1052
2024
Q4 		$108K Sell
25,747
-1,199
-4% -$5.4K ﹤0.01% 1045
2024
Q3 		$131K Sell
26,946
-307
-1% -$1.4K ﹤0.01% 973
2024
Q2 		$119K Sell
27,253
-1,465
-5% -$6.47K ﹤0.01% 903
2024
Q1 		$127K Buy
28,718
+2,085
+8% +$8.56K ﹤0.01% 830
2023
Q4 		$109K Sell
26,633
-8,191
-24% -$32.9K ﹤0.01% 816
2023
Q3 		$142K Buy
34,824
+12,040
+53% +$48.7K 0.01% 740
2023
Q2 		$95.6K Buy
22,784
+2,609
+13% +$11.1K ﹤0.01% 777
2023
Q1 		$86.3K Buy
20,175
+1,319
+7% +$5.23K ﹤0.01% 695
2022
Q4 		$70.2K Sell
18,856
-781
-4% -$2.73K ﹤0.01% 661
2022
Q3 		$64K Sell
19,637
-1,655
-8% -$7.01K ﹤0.01% 602
2022
Q2 		$109K Sell
21,292
-1,798
-8% -$8.79K 0.01% 547
2022
Q1 		$107K Buy
23,090
+3,269
+16% +$14.6K ﹤0.01% 645
2021
Q4 		$81K Sell
19,821
-5,112
-21% -$21.3K ﹤0.01% 622
2021
Q3 		$110K Sell
24,933
-2,150
-8% -$9.56K 0.01% 567
2021
Q2 		$119K Buy
27,083
+10,440
+63% +$45.2K 0.01% 519
2021
Q1 		$67K Buy
+16,643
New +$67.8K ﹤0.01% 504
2019
Q1 		– Sell
-16,016
Closed -$109K – 424
2018
Q4 		$109K Buy
+16,016
New +$108K 0.01% 360

Other funds holding TEF

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
AAM
Auxier Asset Management Aurora, Oregon $696M AUM 18.07% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
S
SimplyRich Carlsbad, California $391M AUM 24.42% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
ZAM
Zevin Asset Management Boston, Massachusetts $723M AUM 15.62% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Evergreen Capital Management's TEF Position: Q1 2026 in Review

Evergreen Capital Management sold out of Telefonica (TEF) in Q1 2026, closing a stake of 22,355 shares — an estimated $94.5K sold.

Evergreen Capital Management first reported a position in TEF in Q4 2018 and held it in 21 quarters. The position peaked at $142K in Q3 2023. 48 funds tracked by Wall St. Rank hold TEF as of Q1 2026.

  • Evergreen Capital Management reported no remaining Telefonica position as of Q1 2026 after selling out during the quarter.
  • Evergreen Capital Management sold 22,355 Telefonica shares in Q1 2026, an estimated $94.5K.
  • Evergreen Capital Management first reported a position in Telefonica in Q4 2018 and held it in 21 quarters.
  • Evergreen Capital Management's Telefonica position peaked at $142K in Q3 2023.
  • 48 funds tracked by Wall St. Rank held Telefonica as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.