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

Advisor Partners’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
2022 Q2	$1.1M	Sell	186,280 -13,023	-7%	-$78.7K	0.08%	270
2022 Q1	$1.25M	Sell	199,303 -2,785	-1%	-$19.8K	0.08%	250
2021 Q4	$1.37M	Buy	202,088 +2,009	+1%	+$13.6K	0.08%	231
2021 Q3	$1.4M	Buy	200,079 +3,737	+2%	+$26K	0.09%	205
2021 Q2	$1.35M	Sell	196,342 -4,190	-2%	-$30K	0.09%	221
2021 Q1	$1.45M	Sell	200,532 -8,147	-4%	-$56.7K	0.1%	190
2020 Q4	$1.29M	Sell	208,679 -5,841	-3%	-$34.3K	0.1%	194
2020 Q3	$1.2M	Buy	214,520 +65,912	+44%	+$378K	0.1%	177
2020 Q2	$835K	Buy	148,608 +49,661	+50%	+$268K	0.08%	228
2020 Q1	$473K	Buy	98,947 +8,273	+9%	+$53.3K	0.06%	315
2019 Q4	$654K	Buy	90,674 +20,965	+30%	+$151K	0.07%	284
2019 Q3	$477K	Sell	69,709 -26,923	-28%	-$184K	0.06%	344
2019 Q2	$682K	Buy	96,632 +25,837	+36%	+$183K	0.08%	245
2019 Q1	$498K	Buy	70,795 +9,328	+15%	+$66.7K	0.06%	303
2018 Q4	$400K	Sell	61,467 -22,126	-26%	-$165K	0.06%	332
2018 Q3	$671K	Buy	83,593 +11,597	+16%	+$91.7K	0.09%	236
2018 Q2	$559K	Buy	71,996 +13,270	+23%	+$110K	0.09%	254
2018 Q1	$499K	Buy	58,726 +10,327	+21%	+$92.3K	0.09%	265
2017 Q4	$465K	Buy	48,399 +21,630	+81%	+$175K	0.08%	285
2017 Q3	$206K	Buy	26,769 +7,414	+38%	+$56.5K	0.04%	457
2017 Q2	$152K	Buy	19,355 +8,679	+81%	+$64.5K	0.04%	450
2017 Q1	$77K	Sell	10,676 -17,011	-61%	-$132K	0.02%	424
2016 Q4	$212K	Buy	27,687 +2,280	+9%	+$16.6K	0.06%	379
2016 Q3	$171K	Buy	+25,407	New	+$165K	0.06%	369

Other funds holding SMFG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

CAC

Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Advisor Partners's SMFG Position: Q2 2022 in Review

Advisor Partners reduced its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 6.5% in Q2 2022, selling an estimated $78.7K and leaving 186,280 shares worth $1.1M. The position accounts for 0.08% of the portfolio, ranked #270.

Advisor Partners first reported a position in SMFG in Q3 2016 and has held it in 24 quarters since. The position peaked at $1.45M in Q1 2021. 244 funds tracked by Wall St. Rank hold SMFG as of Q2 2022.

Advisor Partners held 186,280 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $1.1M as of Q2 2022.
Advisor Partners sold 13,023 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2022, an estimated $78.7K.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.08% of Advisor Partners's portfolio in Q2 2022, its #270 holding.
Advisor Partners first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q3 2016 and has held it in 24 quarters since.
Advisor Partners's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $1.45M in Q1 2021.
244 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 Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.