PMA
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Prudent Man Advisors’s Banco Santander SAN Stock Holding History

Prudent Man 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
2023
Q1 		– Sell
-44,415
Closed -$131K – 214
2022
Q4 		$131K Buy
44,415
+12,869
+41% +$35.1K 0.05% 198
2022
Q3 		$73K Hold
31,546
– – 0.03% 167
2022
Q2 		$88K Sell
31,546
-4,093
-11% -$12.5K 0.04% 158
2022
Q1 		$120K Hold
35,639
– – 0.05% 183
2021
Q4 		$117K Sell
35,639
-8,034
-18% -$28.2K 0.04% 184
2021
Q3 		$158K Hold
43,673
– – 0.06% 204
2021
Q2 		$171K Buy
43,673
+1,112
+3% +$4.32K 0.07% 203
2021
Q1 		$146K Buy
+42,561
New +$144K 0.06% 193

Other funds holding SAN

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return