Retirement Group’s Banco Santander SAN Stock Holding History

Retirement Group’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 Q3	–	Sell	-1,989	Closed	-$7.38K	–	821
2023 Q2	$7.38K	Hold	1,989	–	–	﹤0.01%	454
2023 Q1	$7K	Buy	+1,989	New	+$7.08K	﹤0.01%	454
2022 Q3	–	Sell	-129	Closed	–	–	742
2022 Q2	$0	Hold	129	–	–	﹤0.01%	805
2022 Q1	$0	Hold	129	–	–	﹤0.01%	816
2021 Q4	$0	Hold	129	–	–	﹤0.01%	747
2021 Q3	$0	Hold	129	–	–	﹤0.01%	695
2021 Q2	$1K	Hold	129	–	–	﹤0.01%	634
2021 Q1	$0	Hold	129	–	–	﹤0.01%	783
2020 Q4	$0	Hold	129	–	–	﹤0.01%	726
2020 Q3	$0	Hold	129	–	–	﹤0.01%	711
2020 Q2	$0	Buy	+129	New	+$282	﹤0.01%	655
2019 Q4	$1K	Buy	+129	New	+$501	﹤0.01%	618

Other funds holding SAN

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $371B AUM 64.6% 1-Year Est. Return

Retirement Group's SAN Position: Q3 2023 in Review

Retirement Group sold out of Banco Santander (SAN) in Q3 2023, closing a stake of 1,989 shares — an estimated $7.38K sold.

Retirement Group first reported a position in SAN in Q4 2019 and held it in 12 quarters. The position peaked at $7.38K in Q2 2023. 337 funds tracked by Wall St. Rank hold SAN as of Q3 2023.

Retirement Group reported no remaining Banco Santander position as of Q3 2023 after selling out during the quarter.
Retirement Group sold 1,989 Banco Santander shares in Q3 2023, an estimated $7.38K.
Retirement Group first reported a position in Banco Santander in Q4 2019 and held it in 12 quarters.
Retirement Group's Banco Santander position peaked at $7.38K in Q2 2023.
337 funds tracked by Wall St. Rank held Banco Santander as of Q3 2023.

Based on Retirement Group's 13F filing for Q3 2023, filed 6 Nov 2023.