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Ameritas Investment Company’s Sumitomo Mitsui Financial SMFG Stock Holding History

Ameritas Investment Company’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
Q2 		– Sell
-318
Closed -$2.31K – 1864
2021
Q1 		$2.31K Buy
+318
New +$2.21K ﹤0.01% 1889
2019
Q1 		– Sell
-1,203
Closed -$8K – 1667
2018
Q4 		$8K Buy
+1,203
New +$8.98K ﹤0.01% 1123

Other funds holding SMFG

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CIM
Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameritas Investment Company's SMFG Position: Q2 2021 in Review

Ameritas Investment Company sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2021, closing a stake of 318 shares — an estimated $2.31K sold.

Ameritas Investment Company first reported a position in SMFG in Q4 2018 and held it in 2 quarters. The position peaked at $8K in Q4 2018. 225 funds tracked by Wall St. Rank hold SMFG as of Q2 2021.

  • Ameritas Investment Company reported no remaining Sumitomo Mitsui Financial position as of Q2 2021 after selling out during the quarter.
  • Ameritas Investment Company sold 318 Sumitomo Mitsui Financial shares in Q2 2021, an estimated $2.31K.
  • Ameritas Investment Company first reported a position in Sumitomo Mitsui Financial in Q4 2018 and held it in 2 quarters.
  • Ameritas Investment Company's Sumitomo Mitsui Financial position peaked at $8K in Q4 2018.
  • 225 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.