JPLA
SAN icon

Joseph P. Lucia & Associates’s Banco Santander SAN Stock Holding History

Joseph P. Lucia & Associates’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
Q2 		– Sell
-521
Closed -$2K – 495
2022
Q1 		$2K Buy
+521
New +$1.82K ﹤0.01% 408
2021
Q4 		– Sell
-1,058
Closed -$4K – 467
2021
Q3 		$4K Buy
1,058
+537
+103% +$1.98K ﹤0.01% 461
2021
Q2 		$2K Hold
521
– – ﹤0.01% 525
2021
Q1 		$2K Hold
521
– – ﹤0.01% 506
2020
Q4 		$2K Buy
+521
New +$1.32K ﹤0.01% 452
2020
Q3 		– Sell
-522
Closed -$1K – 384
2020
Q2 		$1K Hold
522
– – ﹤0.01% 458
2020
Q1 		$1K Buy
+522
New +$1.79K ﹤0.01% 428

Other funds holding SAN

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return