Mutual Advisors’s Banco Santander SAN Stock Holding History

Mutual 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 Q4	–	Sell	-14,963	Closed	-$35K	–	966
2022 Q3	$35K	Sell	14,963 -2,300	-13%	-$5.75K	﹤0.01%	863
2022 Q2	$48K	Sell	17,263 -2,291	-12%	-$7K	﹤0.01%	815
2022 Q1	$66K	Buy	19,554 +587	+3%	+$2.06K	﹤0.01%	853
2021 Q4	$62K	Sell	18,967 -5,402	-22%	-$19K	﹤0.01%	877
2021 Q3	$88K	Hold	24,369	–	–	0.01%	853
2021 Q2	$95K	Sell	24,369 -2,117	-8%	-$8.21K	0.01%	812
2021 Q1	$91K	Sell	26,486 -4,914	-16%	-$16.7K	0.01%	754
2020 Q4	$96K	Sell	31,400 -8,080	-20%	-$20.5K	0.01%	722
2020 Q3	$70K	Sell	39,480 -54,070	-58%	-$116K	0.01%	661
2020 Q2	$216K	Sell	93,550 -1,026	-1%	-$2.24K	0.02%	586
2020 Q1	$213K	Buy	94,576 +80,262	+561%	+$275K	0.03%	487
2019 Q4	$57K	Buy	14,314 +2,417	+20%	+$9.38K	0.01%	590
2019 Q3	$46K	Buy	11,897 +1,171	+11%	+$4.65K	0.01%	538
2019 Q2	$47K	Buy	+10,726	New	+$48.2K	0.01%	561
2018 Q2	–	Sell	-110,095	Closed	-$691K	–	430
2018 Q1	$691K	Buy	110,095 +10,966	+11%	+$72.6K	0.18%	192
2017 Q4	$621K	Buy	+99,129	New	+$626K	0.23%	125

Other funds holding SAN

Fisher Asset Management

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

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $6.69B AUM

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

Arrowstreet Capital

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

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

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

Fidelity Investments

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

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

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