MIS
TEF

Morningstar Investment Services’s Telefonica TEF Stock Holding History

Morningstar Investment Services’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
Q4 		– Sell
-100,999
Closed -$494K – 368
2024
Q3 		$494K Buy
100,999
+2,544
+3% +$11.6K 0.01% 275
2024
Q2 		$424K Sell
98,455
-2,460
-2% -$10.9K ﹤0.01% 269
2024
Q1 		$445K Sell
100,915
-97,047
-49% -$398K ﹤0.01% 246
2023
Q4 		$774K Buy
197,962
+99,488
+101% +$400K ﹤0.01% 250
2023
Q3 		$402K Buy
98,474
+6,018
+7% +$24.4K 0.01% 223
2023
Q2 		$368K Buy
92,456
+5,238
+6% +$22.2K ﹤0.01% 209
2023
Q1 		$371K Buy
87,218
+6,971
+9% +$27.6K 0.01% 192
2022
Q4 		$295K Sell
80,247
-3,445
-4% -$12K ﹤0.01% 198
2022
Q3 		$275K Buy
83,692
+2,623
+3% +$11.1K ﹤0.01% 198
2022
Q2 		$413K Buy
81,069
+12,769
+19% +$62.4K 0.01% 183
2022
Q1 		$320K Buy
68,300
+3,290
+5% +$14.6K ﹤0.01% 208
2021
Q4 		$267K Buy
65,010
+2,640
+4% +$11K ﹤0.01% 219
2021
Q3 		$277K Buy
62,370
+10,932
+21% +$48.6K ﹤0.01% 206
2021
Q2 		$224K Buy
51,438
+6,675
+15% +$28.9K ﹤0.01% 209
2021
Q1 		$181K Buy
44,763
+6,311
+16% +$25.7K ﹤0.01% 204
2020
Q4 		$138K Sell
38,452
-28,713
-43% -$97.1K ﹤0.01% 204
2020
Q3 		$193K Sell
67,165
-1,937
-3% -$6.82K ﹤0.01% 200
2020
Q2 		$284K Sell
69,102
-7,137
-9% -$27.6K ﹤0.01% 180
2020
Q1 		$288K Sell
76,239
-1,875
-2% -$9.27K 0.01% 180
2019
Q4 		$440K Sell
78,114
-15,197
-16% -$92.3K 0.01% 153
2019
Q3 		$573K Buy
93,311
+40,159
+76% +$243K 0.01% 142
2019
Q2 		$356K Buy
53,152
+10,665
+25% +$70.9K 0.01% 181
2019
Q1 		$287K Sell
42,487
-6,836
-14% -$47.8K ﹤0.01% 187
2018
Q4 		$337K Sell
49,323
-1,186
-2% -$8.02K 0.01% 176
2018
Q3 		$321K Sell
50,509
-1,752
-3% -$12K 0.01% 180
2018
Q2 		$360K Buy
52,261
+20,060
+62% +$153K 0.01% 169
2018
Q1 		$257K Buy
+32,201
New +$256K 0.01% 188

Other funds holding TEF

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Morningstar Investment Services's TEF Position: Q4 2024 in Review

Morningstar Investment Services sold out of Telefonica (TEF) in Q4 2024, closing a stake of 100,999 shares — an estimated $494K sold.

Morningstar Investment Services first reported a position in TEF in Q1 2018 and held it in 27 quarters. The position peaked at $774K in Q4 2023. 243 funds tracked by Wall St. Rank hold TEF as of Q4 2024.

  • Morningstar Investment Services reported no remaining Telefonica position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 100,999 Telefonica shares in Q4 2024, an estimated $494K.
  • Morningstar Investment Services first reported a position in Telefonica in Q1 2018 and held it in 27 quarters.
  • Morningstar Investment Services's Telefonica position peaked at $774K in Q4 2023.
  • 243 funds tracked by Wall St. Rank held Telefonica as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.