Loring Wolcott & Coolidge Fiduciary Advisors’s Banco Santander SAN Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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	-400	Closed	-$1K	–	676
2022 Q1	$1K	Hold	400	–	–	﹤0.01%	628
2021 Q4	$1K	Hold	400	–	–	﹤0.01%	712
2021 Q3	$1K	Hold	400	–	–	﹤0.01%	736
2021 Q2	$2K	Buy	+400	New	+$1.55K	﹤0.01%	887
2021 Q1	–	Sell	-400	Closed	-$1K	–	620
2020 Q4	$1K	Sell	400 -17	-4%	-$43	﹤0.01%	761
2020 Q3	$0	Hold	417	–	–	﹤0.01%	608
2020 Q2	$0	Hold	417	–	–	﹤0.01%	641
2020 Q1	$0	Hold	417	–	–	﹤0.01%	699
2019 Q4	$2K	Hold	417	–	–	﹤0.01%	656
2019 Q3	$2K	Hold	417	–	–	﹤0.01%	649
2019 Q2	$2K	Hold	417	–	–	﹤0.01%	670
2019 Q1	$2K	Hold	417	–	–	﹤0.01%	653
2018 Q4	$2K	Hold	417	–	–	﹤0.01%	643
2018 Q3	$2K	Hold	417	–	–	﹤0.01%	609
2018 Q2	$2K	Hold	417	–	–	﹤0.01%	622
2018 Q1	$3K	Hold	417	–	–	﹤0.01%	646
2017 Q4	$3K	Hold	417	–	–	﹤0.01%	628
2017 Q3	$3K	Hold	417	–	–	﹤0.01%	621
2017 Q2	$3K	Hold	417	–	–	﹤0.01%	609
2017 Q1	$2K	Hold	417	–	–	﹤0.01%	603
2016 Q4	$2K	Hold	417	–	–	﹤0.01%	582
2016 Q3	$2K	Hold	417	–	–	﹤0.01%	599
2016 Q2	$2K	Hold	417	–	–	﹤0.01%	620
2016 Q1	$2K	Sell	417 -15,238	-97%	-$62.6K	﹤0.01%	602
2015 Q4	$73K	Sell	15,655 -5,937	-27%	-$30.8K	﹤0.01%	371
2015 Q3	$144K	Hold	21,592	–	–	﹤0.01%	312
2015 Q2	$144K	Hold	21,592	–	–	﹤0.01%	312
2015 Q1	$153K	Sell	21,592 -490	-2%	-$3.31K	﹤0.01%	316
2014 Q4	$171K	Sell	22,082 -480	-2%	-$3.86K	﹤0.01%	298
2014 Q3	$195K	Hold	22,562	–	–	0.01%	273
2014 Q2	$214K	Hold	22,562	–	–	0.01%	267
2014 Q1	$196K	Buy	22,562 +3,054	+16%	+$25K	0.01%	266
2013 Q4	$161K	Buy	19,508 +3,874	+25%	+$30.8K	﹤0.01%	278
2013 Q3	$116K	Buy	+15,634	New	+$104K	﹤0.01%	292

Other funds holding SAN

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 $6.48B AUM 18.36% 1-Year Est. Return

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 $5.63B AUM 45.28% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors's SAN Position: Q2 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Banco Santander (SAN) in Q2 2022, closing a stake of 400 shares — an estimated $1K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SAN in Q3 2013 and held it in 34 quarters. The position peaked at $214K in Q2 2014. 312 funds tracked by Wall St. Rank hold SAN as of Q2 2022.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Banco Santander position as of Q2 2022 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 400 Banco Santander shares in Q2 2022, an estimated $1K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Banco Santander in Q3 2013 and held it in 34 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Banco Santander position peaked at $214K in Q2 2014.
312 funds tracked by Wall St. Rank held Banco Santander as of Q2 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2022, filed 26 Jul 2022.