McCarthy Asset Management’s Telefonica TEF Stock Holding History

McCarthy Asset Management’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
2022 Q2	–	Sell	-812	Closed	-$4K	–	258
2022 Q1	$4K	Hold	812	–	–	﹤0.01%	226
2021 Q4	$3K	Sell	812 -1	-0.1%	-$4	﹤0.01%	250
2021 Q3	$4K	Hold	813	–	–	﹤0.01%	223
2021 Q2	$4K	Sell	813 -118	-13%	-$511	﹤0.01%	271
2021 Q1	$4K	Buy	931 +368	+65%	+$1.5K	﹤0.01%	236
2020 Q4	$2K	Buy	+563	New	+$1.9K	﹤0.01%	289

Other funds holding TEF

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

McCarthy Asset Management's TEF Position: Q2 2022 in Review

McCarthy Asset Management sold out of Telefonica (TEF) in Q2 2022, closing a stake of 812 shares — an estimated $4K sold.

McCarthy Asset Management first reported a position in TEF in Q4 2020 and held it in 6 quarters. The position peaked at $4K in Q1 2022. 214 funds tracked by Wall St. Rank hold TEF as of Q2 2022.

McCarthy Asset Management reported no remaining Telefonica position as of Q2 2022 after selling out during the quarter.
McCarthy Asset Management sold 812 Telefonica shares in Q2 2022, an estimated $4K.
McCarthy Asset Management first reported a position in Telefonica in Q4 2020 and held it in 6 quarters.
McCarthy Asset Management's Telefonica position peaked at $4K in Q1 2022.
214 funds tracked by Wall St. Rank held Telefonica as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.