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Lee Financial’s Banco Santander SAN Stock Holding History

Lee Financial’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
-453
Closed -$1.88K – 690
2023
Q4 		$1.88K Hold
453
– – ﹤0.01% 756
2023
Q3 		$1.7K Buy
+453
New +$1.72K ﹤0.01% 721
2018
Q3 		– Sell
-1,579
Closed -$8K – 665
2018
Q2 		$8K Buy
+1,579
New +$9.23K ﹤0.01% 537

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

Lee Financial's SAN Position: Q1 2024 in Review

Lee Financial sold out of Banco Santander (SAN) in Q1 2024, closing a stake of 453 shares — an estimated $1.88K sold.

Lee Financial first reported a position in SAN in Q2 2018 and held it in 3 quarters. The position peaked at $8K in Q2 2018. 382 funds tracked by Wall St. Rank hold SAN as of Q1 2024.

  • Lee Financial reported no remaining Banco Santander position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 453 Banco Santander shares in Q1 2024, an estimated $1.88K.
  • Lee Financial first reported a position in Banco Santander in Q2 2018 and held it in 3 quarters.
  • Lee Financial's Banco Santander position peaked at $8K in Q2 2018.
  • 382 funds tracked by Wall St. Rank held Banco Santander as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.