AP
SMFG icon

Advisor Partners’s Sumitomo Mitsui Financial 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
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Arrowstreet Capital
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jane Street
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 (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 worth $1.1M as of Q2 2022.
  • Advisor Partners sold 13,023 Sumitomo Mitsui Financial shares in Q2 2022, an estimated $78.7K.
  • Sumitomo Mitsui Financial 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 in Q3 2016 and has held it in 24 quarters since.
  • Advisor Partners's Sumitomo Mitsui Financial position peaked at $1.45M in Q1 2021.
  • 244 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2022.

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