Accident Compensation Corp’s Sumitomo Mitsui Financial SMFG Stock Holding History

Accident Compensation Corp’s Portfolio SMFG Stock Details SMFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$1.95M	Buy	345,990 +64,780	+23%	+$350K	0.39%	81
2020 Q1	$1.35M	Hold	281,210	–	–	0.35%	78
2019 Q4	$2.08M	Buy	281,210 +13,302	+5%	+$95.7K	0.47%	70
2019 Q3	$1.83M	Hold	267,908	–	–	0.43%	76
2019 Q2	$1.89M	Sell	267,908 -11,184	-4%	-$79.2K	0.45%	72
2019 Q1	$1.96M	Sell	279,092 -25,000	-8%	-$179K	0.5%	66
2018 Q4	$1.98M	Hold	304,092	–	–	0.62%	57
2018 Q3	$2.44M	Buy	304,092 +13,958	+5%	+$110K	0.72%	55
2018 Q2	$2.25M	Sell	290,134 -56,100	-16%	-$466K	0.66%	58
2018 Q1	$2.94M	Buy	346,234 +8,700	+3%	+$77.7K	0.86%	47
2017 Q4	$2.93M	Sell	337,534 -36,806	-10%	-$298K	0.81%	50
2017 Q3	$2.89M	Sell	374,340 -39,938	-10%	-$304K	0.79%	49
2017 Q2	$3.26M	Sell	414,278 -82,100	-17%	-$610K	0.88%	44
2017 Q1	$3.6M	Sell	496,378 -270	-0.1%	-$2.1K	0.92%	43
2016 Q4	$3.79M	Sell	496,648 -3,763	-0.8%	-$27.3K	1%	39
2016 Q3	$3.38M	Buy	500,411 +72,017	+17%	+$467K	0.9%	45
2016 Q2	$2.45M	Buy	428,394 +233,394	+120%	+$1.43M	0.67%	59
2016 Q1	$1.17M	Buy	+195,000	New	+$1.22M	0.32%	85

Other funds holding SMFG

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

CIM

Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return

PPA

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

Accident Compensation Corp's SMFG Position: Q2 2020 in Review

Accident Compensation Corp increased its Sumitomo Mitsui Financial (SMFG) stake by 23% in Q2 2020, buying an estimated $350K and bringing the position to 345,990 shares worth $1.95M. The position accounts for 0.39% of the portfolio, ranked #81.

Accident Compensation Corp first reported a position in SMFG in Q1 2016 and has held it in 18 quarters since. The position peaked at $3.79M in Q4 2016. 222 funds tracked by Wall St. Rank hold SMFG as of Q2 2020.

Accident Compensation Corp held 345,990 shares of Sumitomo Mitsui Financial worth $1.95M as of Q2 2020.
Accident Compensation Corp bought 64,780 Sumitomo Mitsui Financial shares in Q2 2020, an estimated $350K.
Sumitomo Mitsui Financial made up 0.39% of Accident Compensation Corp's portfolio in Q2 2020, its #81 holding.
Accident Compensation Corp first reported a position in Sumitomo Mitsui Financial in Q1 2016 and has held it in 18 quarters since.
Accident Compensation Corp's Sumitomo Mitsui Financial position peaked at $3.79M in Q4 2016.
222 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2020.

Based on Accident Compensation Corp's 13F filing for Q2 2020, filed 14 Aug 2020.