LSAG
TEF

Lake Street Advisors Group’s Telefonica TEF Stock Holding History

Lake Street Advisors Group’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
Q4 		$89.8K Sell
21,513
-3,969
-16% -$17.9K ﹤0.01% 602
2024
Q3 		$124K Sell
25,482
-1,029
-4% -$4.68K 0.01% 581
2024
Q2 		$116K Sell
26,511
-4,441
-14% -$19.6K 0.01% 547
2024
Q1 		$136K Sell
30,952
-344
-1% -$1.41K 0.01% 570
2023
Q4 		$127K Sell
31,296
-895
-3% -$3.6K 0.01% 557
2023
Q3 		$131K Sell
32,191
-411
-1% -$1.66K 0.01% 251
2023
Q2 		$131K Buy
32,602
+118
+0.4% +$500 0.01% 243
2023
Q1 		$139K Sell
32,484
-1,055
-3% -$4.18K 0.01% 236
2022
Q4 		$120K Sell
33,539
-3,750
-10% -$13.1K 0.01% 230
2022
Q3 		$121K Buy
37,289
+14,531
+64% +$61.6K 0.01% 235
2022
Q2 		$117K Sell
22,758
-15,613
-41% -$76.3K 0.01% 209
2022
Q1 		$178K Buy
38,371
+268
+0.7% +$1.19K 0.01% 201
2021
Q4 		$157K Sell
38,103
-2,978
-7% -$12.4K 0.01% 199
2021
Q3 		$181K Buy
41,081
+2,206
+6% +$9.8K 0.02% 155
2021
Q2 		$182K Sell
38,875
-234
-0.6% -$1.01K 0.01% 323
2021
Q1 		$157K Buy
39,109
+1,858
+5% +$7.57K 0.01% 318
2020
Q4 		$134K Buy
37,251
+2,531
+7% +$8.55K 0.01% 304
2020
Q3 		$101K Buy
34,720
+12,701
+58% +$44.7K 0.01% 279
2020
Q2 		$89K Sell
22,019
-9,248
-30% -$35.8K 0.01% 271
2020
Q1 		$115K Buy
+31,267
New +$155K 0.01% 241

Other funds holding TEF

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Lake Street Advisors Group's TEF Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Telefonica (TEF) stake by 16% in Q4 2024, selling an estimated $17.9K and leaving 21,513 shares worth $89.8K. The position accounts for ﹤0.01% of the portfolio, ranked #602.

Lake Street Advisors Group first reported a position in TEF in Q1 2020 and has held it in 20 quarters since. The position peaked at $182K in Q2 2021. 243 funds tracked by Wall St. Rank hold TEF as of Q4 2024.

  • Lake Street Advisors Group held 21,513 shares of Telefonica worth $89.8K as of Q4 2024.
  • Lake Street Advisors Group sold 3,969 Telefonica shares in Q4 2024, an estimated $17.9K.
  • Telefonica made up ﹤0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #602 holding.
  • Lake Street Advisors Group first reported a position in Telefonica in Q1 2020 and has held it in 20 quarters since.
  • Lake Street Advisors Group's Telefonica position peaked at $182K in Q2 2021.
  • 243 funds tracked by Wall St. Rank held Telefonica as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.