Squar Milner Financial Services’s Banco Santander SAN Stock Holding History

Squar Milner Financial Services’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
2020 Q2	–	Sell	-2,923	Closed	-$6K	–	607
2020 Q1	$6K	Hold	2,923	–	–	﹤0.01%	587
2019 Q4	$11K	Buy	+2,923	New	+$11.3K	0.01%	576
2019 Q3	–	Sell	-2,923	Closed	-$13K	–	613
2019 Q2	$13K	Sell	2,923 -2,085	-42%	-$9.37K	0.01%	496
2019 Q1	$22K	Sell	5,008 -1	-0%	-$5	0.02%	418
2018 Q4	$22K	Hold	5,009	–	–	0.02%	383
2018 Q3	$24K	Hold	5,009	–	–	0.02%	394
2018 Q2	$26K	Buy	+5,009	New	+$29.3K	0.02%	442

Other funds holding SAN

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Squar Milner Financial Services's SAN Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Banco Santander (SAN) in Q2 2020, closing a stake of 2,923 shares — an estimated $6K sold.

Squar Milner Financial Services first reported a position in SAN in Q2 2018 and held it in 7 quarters. The position peaked at $26K in Q2 2018. 276 funds tracked by Wall St. Rank hold SAN as of Q2 2020.

Squar Milner Financial Services reported no remaining Banco Santander position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 2,923 Banco Santander shares in Q2 2020, an estimated $6K.
Squar Milner Financial Services first reported a position in Banco Santander in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's Banco Santander position peaked at $26K in Q2 2018.
276 funds tracked by Wall St. Rank held Banco Santander as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.