AIM
SMFG icon

Aigen Investment Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Aigen Investment Management’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
2023
Q1 		– Sell
-56,720
Closed -$455K – 808
2022
Q4 		$455K Buy
+56,720
New +$361K 0.06% 284
2021
Q2 		– Sell
-11,963
Closed -$87K – 712
2021
Q1 		$87K Sell
11,963
-15,937
-57% -$111K 0.01% 589
2020
Q4 		$172K Buy
+27,900
New +$164K 0.02% 700
2020
Q2 		– Sell
-16,599
Closed -$80K – 1240
2020
Q1 		$80K Buy
16,599
+16,523
+21,741% +$106K 0.01% 907
2019
Q4 		$1K Buy
+76
New +$547 ﹤0.01% 1085

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIM
Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return