Advisor Partners II’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$2.78M Buy
282,579
+47,347
+20% +$438K 0.11% 188
2023
Q2
$2.02M Buy
235,232
+14,278
+6% +$118K 0.09% 212
2023
Q1
$1.77M Buy
220,954
+18,835
+9% +$159K 0.1% 221
2022
Q4
$1.62M Buy
202,119
+10,858
+6% +$69.2K 0.1% 226
2022
Q3
$1.05M Buy
+191,261
New +$1.15M 0.08% 260

Other funds holding SMFG

Advisor Partners II's SMFG Position: Q3 2023 in Review

Advisor Partners II increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 20% in Q3 2023, buying an estimated $438K and bringing the position to 282,579 shares worth $2.78M. The position accounts for 0.11% of the portfolio, ranked #188.

Advisor Partners II first reported a position in SMFG in Q3 2022 and has held it in 5 quarters since. 272 funds tracked by Wall St. Rank hold SMFG as of Q3 2023.

  • Advisor Partners II held 282,579 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $2.78M as of Q3 2023.
  • Advisor Partners II bought 47,347 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q3 2023, an estimated $438K.
  • Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.11% of Advisor Partners II's portfolio in Q3 2023, its #188 holding.
  • Advisor Partners II first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q3 2022 and has held it in 5 quarters since.
  • 272 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.