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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 $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $371B AUM 64.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $2.3T AUM 54.33% 1-Year Est. Return

Prudent Man Advisors's SAN Position: Q1 2023 in Review

Prudent Man Advisors sold out of Banco Santander (SAN) in Q1 2023, closing a stake of 44,415 shares — an estimated $131K sold.

Prudent Man Advisors first reported a position in SAN in Q1 2021 and held it in 8 quarters. The position peaked at $171K in Q2 2021. 319 funds tracked by Wall St. Rank hold SAN as of Q1 2023.

  • Prudent Man Advisors reported no remaining Banco Santander position as of Q1 2023 after selling out during the quarter.
  • Prudent Man Advisors sold 44,415 Banco Santander shares in Q1 2023, an estimated $131K.
  • Prudent Man Advisors first reported a position in Banco Santander in Q1 2021 and held it in 8 quarters.
  • Prudent Man Advisors's Banco Santander position peaked at $171K in Q2 2021.
  • 319 funds tracked by Wall St. Rank held Banco Santander as of Q1 2023.

Based on Prudent Man Advisors's 13F filing for Q1 2023, filed 5 May 2023.