MilWealth Group’s Banco Santander SAN Stock Holding History

MilWealth Group’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 Q1	–	Sell	-797	Closed	-$2.62K	–	137
2021 Q4	$2.62K	Hold	797	–	–	﹤0.01%	122
2021 Q3	$2.89K	Buy	+797	New	+$2.94K	﹤0.01%	112

Other funds holding SAN

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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 $5.11B AUM 34.73% 1-Year Est. Return

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

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

MilWealth Group's SAN Position: Q1 2022 in Review

MilWealth Group sold out of Banco Santander (SAN) in Q1 2022, closing a stake of 797 shares — an estimated $2.62K sold.

MilWealth Group first reported a position in SAN in Q3 2021 and held it in 2 quarters. The position peaked at $2.89K in Q3 2021. 311 funds tracked by Wall St. Rank hold SAN as of Q1 2022.

MilWealth Group reported no remaining Banco Santander position as of Q1 2022 after selling out during the quarter.
MilWealth Group sold 797 Banco Santander shares in Q1 2022, an estimated $2.62K.
MilWealth Group first reported a position in Banco Santander in Q3 2021 and held it in 2 quarters.
MilWealth Group's Banco Santander position peaked at $2.89K in Q3 2021.
311 funds tracked by Wall St. Rank held Banco Santander as of Q1 2022.

Based on MilWealth Group's 13F filing for Q1 2022, filed 9 May 2023.