Alera Investment Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Alera Investment Advisors’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
2024 Q3	$168K	Sell	13,335 -3,491	-21%	-$46.1K	0.02%	278
2024 Q2	$226K	Buy	+16,826	New	+$204K	0.03%	240
2022 Q4	–	Sell	-10,717	Closed	-$59K	–	183
2022 Q3	$59K	Buy	10,717 +518	+5%	+$3.12K	0.02%	168
2022 Q2	$60K	Buy	+10,199	New	+$61.6K	0.02%	179
2019 Q2	–	Sell	-2,375	Closed	-$17K	–	847
2019 Q1	$17K	Buy	2,375 +907	+62%	+$6.49K	0.01%	338
2018 Q4	$10K	Buy	+1,468	New	+$11K	0.01%	436

Other funds holding SMFG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Alera Investment Advisors's SMFG Position: Q3 2024 in Review

Alera Investment Advisors reduced its Sumitomo Mitsui Financial (SMFG) stake by 21% in Q3 2024, selling an estimated $46.1K and leaving 13,335 shares worth $168K. The position accounts for 0.02% of the portfolio, ranked #278.

Alera Investment Advisors first reported a position in SMFG in Q4 2018 and has held it in 6 quarters since. The position peaked at $226K in Q2 2024. 333 funds tracked by Wall St. Rank hold SMFG as of Q3 2024.

Alera Investment Advisors held 13,335 shares of Sumitomo Mitsui Financial worth $168K as of Q3 2024.
Alera Investment Advisors sold 3,491 Sumitomo Mitsui Financial shares in Q3 2024, an estimated $46.1K.
Sumitomo Mitsui Financial made up 0.02% of Alera Investment Advisors's portfolio in Q3 2024, its #278 holding.
Alera Investment Advisors first reported a position in Sumitomo Mitsui Financial in Q4 2018 and has held it in 6 quarters since.
Alera Investment Advisors's Sumitomo Mitsui Financial position peaked at $226K in Q2 2024.
333 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.