Lee Financial’s Telefonica TEF Stock Holding History

Lee Financial’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
2023 Q1	–	Sell	-130	Closed	-$464	–	946
2022 Q4	$464	Hold	130	–	–	﹤0.01%	830
2022 Q3	$0	Hold	130	–	–	﹤0.01%	1011
2022 Q2	$1K	Sell	130 -4	-3%	-$20	﹤0.01%	821
2022 Q1	$1K	Buy	134 +4	+3%	+$18	﹤0.01%	739
2021 Q4	$1K	Buy	+130	New	+$543	﹤0.01%	876

Other funds holding TEF

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Lee Financial's TEF Position: Q1 2023 in Review

Lee Financial sold out of Telefonica (TEF) in Q1 2023, closing a stake of 130 shares — an estimated $464 sold.

Lee Financial first reported a position in TEF in Q4 2021 and held it in 5 quarters. The position peaked at $1K in Q2 2022. 198 funds tracked by Wall St. Rank hold TEF as of Q1 2023.

Lee Financial reported no remaining Telefonica position as of Q1 2023 after selling out during the quarter.
Lee Financial sold 130 Telefonica shares in Q1 2023, an estimated $464.
Lee Financial first reported a position in Telefonica in Q4 2021 and held it in 5 quarters.
Lee Financial's Telefonica position peaked at $1K in Q2 2022.
198 funds tracked by Wall St. Rank held Telefonica as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.