HPC
TEF

HM Payson & Co’s Telefonica TEF Stock Holding History

HM Payson & Co’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
2024
Q3 		– Sell
-3,215
Closed -$13.5K – 1166
2024
Q2 		$13.5K Buy
+3,215
New +$14.2K ﹤0.01% 814
2023
Q4 		– Sell
-2,781
Closed -$11.3K – 1034
2023
Q3 		$11.3K Hold
2,781
– – ﹤0.01% 801
2023
Q2 		$11.2K Hold
2,781
– – ﹤0.01% 792
2023
Q1 		$11.9K Hold
2,781
– – ﹤0.01% 779
2022
Q4 		$9.93K Hold
2,781
– – ﹤0.01% 742
2022
Q3 		$9K Hold
2,781
– – ﹤0.01% 789
2022
Q2 		$14K Sell
2,781
-90
-3% -$440 ﹤0.01% 777
2022
Q1 		$13K Hold
2,871
– – ﹤0.01% 818
2021
Q4 		$12K Sell
2,871
-110
-4% -$459 ﹤0.01% 843
2021
Q3 		$13K Hold
2,981
– – ﹤0.01% 810
2021
Q2 		$13K Sell
2,981
-149
-5% -$645 ﹤0.01% 798
2021
Q1 		$13K Hold
3,130
– – ﹤0.01% 843
2020
Q4 		$11K Sell
3,130
-174
-5% -$588 ﹤0.01% 858
2020
Q3 		$10K Sell
3,304
-9,267
-74% -$32.6K ﹤0.01% 836
2020
Q2 		$51K Sell
12,571
-524
-4% -$2.03K ﹤0.01% 522
2020
Q1 		$48K Buy
13,095
+4,136
+46% +$20.5K ﹤0.01% 506
2019
Q4 		$50K Hold
8,959
– – ﹤0.01% 595
2019
Q3 		$55K Hold
8,959
– – ﹤0.01% 578
2019
Q2 		$60K Buy
+8,959
New +$59.6K ﹤0.01% 569

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

HM Payson & Co's TEF Position: Q3 2024 in Review

HM Payson & Co sold out of Telefonica (TEF) in Q3 2024, closing a stake of 3,215 shares — an estimated $13.5K sold.

HM Payson & Co first reported a position in TEF in Q2 2019 and held it in 19 quarters. The position peaked at $60K in Q2 2019. 245 funds tracked by Wall St. Rank hold TEF as of Q3 2024.

  • HM Payson & Co reported no remaining Telefonica position as of Q3 2024 after selling out during the quarter.
  • HM Payson & Co sold 3,215 Telefonica shares in Q3 2024, an estimated $13.5K.
  • HM Payson & Co first reported a position in Telefonica in Q2 2019 and held it in 19 quarters.
  • HM Payson & Co's Telefonica position peaked at $60K in Q2 2019.
  • 245 funds tracked by Wall St. Rank held Telefonica as of Q3 2024.

Based on HM Payson & Co's 13F filing for Q3 2024, filed 28 Oct 2024.