LM Advisors’s Telefonica TEF Stock Holding History

LM Advisors’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 Q1	–	Sell	-19,959	Closed	-$77.8K	–	656
2023 Q4	$77.8K	Buy	+19,959	New	+$80.2K	0.02%	269

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

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

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

GAM

Groupama Asset Management Paris, France $6.85B AUM 43.37% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

LM Advisors's TEF Position: Q1 2024 in Review

LM Advisors sold out of Telefonica (TEF) in Q1 2024, closing a stake of 19,959 shares — an estimated $77.8K sold.

LM Advisors first reported a position in TEF in Q4 2023 and held it in 1 quarter. The position peaked at $77.8K in Q4 2023. 230 funds tracked by Wall St. Rank hold TEF as of Q1 2024.

LM Advisors reported no remaining Telefonica position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 19,959 Telefonica shares in Q1 2024, an estimated $77.8K.
LM Advisors first reported a position in Telefonica in Q4 2023 and held it in 1 quarter.
LM Advisors's Telefonica position peaked at $77.8K in Q4 2023.
230 funds tracked by Wall St. Rank held Telefonica as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.