Aigen Investment Management’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) 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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

CIM

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Aigen Investment Management's SMFG Position: Q1 2023 in Review

Aigen Investment Management sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q1 2023, closing a stake of 56,720 shares — an estimated $455K sold.

Aigen Investment Management first reported a position in SMFG in Q4 2019 and held it in 5 quarters. The position peaked at $455K in Q4 2022. 265 funds tracked by Wall St. Rank hold SMFG as of Q1 2023.

Aigen Investment Management reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q1 2023 after selling out during the quarter.
Aigen Investment Management sold 56,720 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q1 2023, an estimated $455K.
Aigen Investment Management first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2019 and held it in 5 quarters.
Aigen Investment Management's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $455K in Q4 2022.
265 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 Q1 2023.

Based on Aigen Investment Management's 13F filing for Q1 2023, filed 15 May 2023.