The Family Firm’s Banco Santander SAN Stock Holding History

The Family Firm’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
2024 Q3	–	Sell	-370	Closed	-$1.71K	–	714
2024 Q2	$1.71K	Buy	+370	New	+$1.82K	﹤0.01%	798

Other funds holding SAN

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

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

The Family Firm's SAN Position: Q3 2024 in Review

The Family Firm sold out of Banco Santander (SAN) in Q3 2024, closing a stake of 370 shares — an estimated $1.71K sold.

The Family Firm first reported a position in SAN in Q2 2024 and held it in 1 quarter. The position peaked at $1.71K in Q2 2024. 394 funds tracked by Wall St. Rank hold SAN as of Q3 2024.

The Family Firm reported no remaining Banco Santander position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 370 Banco Santander shares in Q3 2024, an estimated $1.71K.
The Family Firm first reported a position in Banco Santander in Q2 2024 and held it in 1 quarter.
The Family Firm's Banco Santander position peaked at $1.71K in Q2 2024.
394 funds tracked by Wall St. Rank held Banco Santander as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.