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Simon Quick Advisors’s Banco Santander SAN Stock Holding History

Simon Quick 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
2025
Q2 		– Sell
-29,954
Closed -$201K – 595
2025
Q1 		$201K Buy
29,954
+17,289
+137% +$101K 0.01% 565
2024
Q4 		$57.8K Buy
12,665
+2,393
+23% +$11.5K ﹤0.01% 484
2024
Q3 		$52.4K Buy
+10,272
New +$49.4K ﹤0.01% 435
2017
Q4 		– Sell
-8,742
Closed -$58K – 565
2017
Q3 		$58K Buy
+8,742
New +$55.8K 0.02% 251
2017
Q2 		– Sell
-8,742
Closed -$51K – 358
2017
Q1 		$51K Buy
+8,742
New +$47K 0.03% 154

Other funds holding SAN

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return