GI
SAN icon

Gradient Investments’s Banco Santander SAN Stock Holding History

Gradient Investments’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
2024
Q1 		– Sell
-371
Closed -$1.54K – 1728
2023
Q4 		$1.54K Hold
371
– – ﹤0.01% 1308
2023
Q3 		$1.4K Hold
371
– – ﹤0.01% 1277
2023
Q2 		$1.38K Sell
371
-75
-17% -$265 ﹤0.01% 1269
2023
Q1 		$1.65K Sell
446
-159
-26% -$566 ﹤0.01% 1137
2022
Q4 		$1.78K Sell
605
-172
-22% -$469 ﹤0.01% 1110
2022
Q3 		$2K Sell
777
-145,948
-99% -$365K ﹤0.01% 1165
2022
Q2 		$411K Sell
146,725
-1,590
-1% -$4.86K 0.01% 236
2022
Q1 		$501K Sell
148,315
-5,443
-4% -$19.1K 0.01% 218
2021
Q4 		$506K Buy
153,758
+11,419
+8% +$40.1K 0.01% 212
2021
Q3 		$515K Buy
142,339
+1,221
+0.9% +$4.51K 0.01% 215
2021
Q2 		$552K Sell
141,118
-5,527
-4% -$21.4K 0.02% 211
2021
Q1 		$503K Sell
146,645
-104,267
-42% -$353K 0.02% 217
2020
Q4 		$464K Sell
250,912
-39,106
-13% -$99K 0.02% 201
2020
Q3 		$514K Buy
290,018
+39,888
+16% +$85.7K 0.02% 200
2020
Q2 		$578K Sell
250,130
-134,672
-35% -$294K 0.03% 182
2020
Q1 		$867K Sell
384,802
-18,129
-4% -$62.2K 0.05% 182
2019
Q4 		$1.6M Sell
402,931
-29,980
-7% -$116K 0.07% 151
2019
Q3 		$1.67M Buy
432,911
+54,681
+14% +$217K 0.08% 138
2019
Q2 		$1.66M Buy
378,230
+128,644
+52% +$578K 0.09% 138
2019
Q1 		$1.11M Sell
249,586
-176,988
-41% -$807K 0.07% 126
2018
Q4 		$1.83M Buy
+426,574
New +$1.93M 0.11% 106

Other funds holding SAN

Fisher Asset Management
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
GAM
Groupama Asset Management Paris, France $7.93B AUM 57.28% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Gradient Investments's SAN Position: Q1 2024 in Review

Gradient Investments sold out of Banco Santander (SAN) in Q1 2024, closing a stake of 371 shares — an estimated $1.54K sold.

Gradient Investments first reported a position in SAN in Q4 2018 and held it in 21 quarters. The position peaked at $1.83M in Q4 2018. 382 funds tracked by Wall St. Rank hold SAN as of Q1 2024.

  • Gradient Investments reported no remaining Banco Santander position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 371 Banco Santander shares in Q1 2024, an estimated $1.54K.
  • Gradient Investments first reported a position in Banco Santander in Q4 2018 and held it in 21 quarters.
  • Gradient Investments's Banco Santander position peaked at $1.83M in Q4 2018.
  • 382 funds tracked by Wall St. Rank held Banco Santander as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.