O'Shaughnessy Asset Management’s Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México BSMX Stock Holding History

O'Shaughnessy Asset Management’s Portfolio BSMX Stock Details BSMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-10,499	Closed	-$71.1K	–	1600
2023 Q1	$71.1K	Sell	10,499 -871	-8%	-$5.62K	﹤0.01%	1321
2022 Q4	$68.6K	Sell	11,370 -45	-0.4%	-$261	﹤0.01%	1238
2022 Q3	$58K	Buy	+11,415	New	+$59.3K	﹤0.01%	1216
2020 Q1	–	Sell	-25,423	Closed	-$172K	–	1921
2019 Q4	$172K	Sell	25,423 -226,531	-90%	-$1.51M	﹤0.01%	659
2019 Q3	$1.59M	Sell	251,954 -64,966	-20%	-$446K	0.04%	209
2019 Q2	$2.42M	Sell	316,920 -80,540	-20%	-$623K	0.06%	167
2019 Q1	$2.69M	Sell	397,460 -6,719	-2%	-$45.9K	0.06%	168
2018 Q4	$2.49M	Buy	404,179 +236,776	+141%	+$1.59M	0.06%	170
2018 Q3	$1.3M	Sell	167,403 -39,856	-19%	-$313K	0.03%	233
2018 Q2	$1.39M	Buy	207,259 +156,665	+310%	+$1.09M	0.03%	220
2018 Q1	$363K	Buy	50,594 +10,009	+25%	+$73.9K	0.01%	399
2017 Q4	$297K	Sell	40,585 -8,282	-17%	-$69.1K	0.01%	467
2017 Q3	$493K	Buy	48,867 +36,709	+302%	+$376K	0.01%	364
2017 Q2	$117K	Buy	+12,158	New	+$113K	﹤0.01%	613
2015 Q2	–	Sell	-1,032,300	Closed	-$11.3M	–	1113
2015 Q1	$11.3M	Sell	1,032,300 -1,621,141	-61%	-$17.3M	0.22%	103
2014 Q4	$27.4M	Buy	2,653,441 +35,279	+1%	+$413K	0.52%	57
2014 Q3	$35.3M	Buy	2,618,162 +99,794	+4%	+$1.38M	0.65%	49
2014 Q2	$33.4M	Buy	2,518,368 +680,727	+37%	+$8.68M	0.63%	43
2014 Q1	$22.5M	Buy	+1,837,641	New	+$21.3M	0.45%	59

Other funds holding BSMX

Kapitalo Investimentos Sao Paulo, Brazil $531M AUM 25.72% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

O'Shaughnessy Asset Management's BSMX Position: Q2 2023 in Review

O'Shaughnessy Asset Management sold out of Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México (BSMX) in Q2 2023, closing a stake of 10,499 shares — an estimated $71.1K sold.

O'Shaughnessy Asset Management first reported a position in BSMX in Q1 2014 and held it in 19 quarters. The position peaked at $35.3M in Q3 2014. 9 funds tracked by Wall St. Rank hold BSMX as of Q2 2023.

O'Shaughnessy Asset Management reported no remaining Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México position as of Q2 2023 after selling out during the quarter.
O'Shaughnessy Asset Management sold 10,499 Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México shares in Q2 2023, an estimated $71.1K.
O'Shaughnessy Asset Management first reported a position in Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México in Q1 2014 and held it in 19 quarters.
O'Shaughnessy Asset Management's Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México position peaked at $35.3M in Q3 2014.
9 funds tracked by Wall St. Rank held Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México as of Q2 2023.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2023, filed 11 Aug 2023.