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 Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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 New York $60.8B AUM 22.47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Joseph P. Lucia & Associates's SAN Position: Q2 2022 in Review

Joseph P. Lucia & Associates sold out of Banco Santander (SAN) in Q2 2022, closing a stake of 521 shares — an estimated $2K sold.

Joseph P. Lucia & Associates first reported a position in SAN in Q1 2020 and held it in 7 quarters. The position peaked at $4K in Q3 2021. 311 funds tracked by Wall St. Rank hold SAN as of Q2 2022.

Joseph P. Lucia & Associates reported no remaining Banco Santander position as of Q2 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 521 Banco Santander shares in Q2 2022, an estimated $2K.
Joseph P. Lucia & Associates first reported a position in Banco Santander in Q1 2020 and held it in 7 quarters.
Joseph P. Lucia & Associates's Banco Santander position peaked at $4K in Q3 2021.
311 funds tracked by Wall St. Rank held Banco Santander as of Q2 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2022, filed 26 Jul 2022.