Allianz Asset Management

Allianz Asset Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Allianz Asset 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
2021 Q4	–	Sell	-58,890	Closed	-$413K	–	2681
2021 Q3	$413K	Hold	58,890	–	–	﹤0.01%	2300
2021 Q2	$406K	Sell	58,890 -29,693	-34%	-$213K	﹤0.01%	2143
2021 Q1	$642K	Buy	88,583 +18,007	+26%	+$125K	﹤0.01%	1806
2020 Q4	$435K	Buy	+70,576	New	+$414K	﹤0.01%	1665
2017 Q1	–	Sell	-108,559	Closed	-$829K	–	2652
2016 Q4	$829K	Hold	108,559	–	–	﹤0.01%	2262
2016 Q3	$733K	Hold	108,559	–	–	﹤0.01%	2288
2016 Q2	$621K	Hold	108,559	–	–	﹤0.01%	2261
2016 Q1	$652K	Buy	+108,559	New	+$677K	﹤0.01%	2202

Other funds holding SMFG

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

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

Lazard Asset Management

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

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

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

Fidelity Investments

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

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

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