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Aperio Group’s Sumitomo Mitsui Financial SMFG Stock Holding History

Aperio Group’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
2020
Q4 		$49.1M Buy
7,960,097
+49
+0% +$287 0.15% 136
2020
Q3 		$44.5M Buy
7,960,048
+651,928
+9% +$3.74M 0.15% 130
2020
Q2 		$41.1M Buy
7,308,120
+2,216,261
+44% +$12M 0.15% 127
2020
Q1 		$24.4M Sell
5,091,859
-1,078,968
-17% -$6.95M 0.11% 194
2019
Q4 		$45.7M Sell
6,170,827
-518,272
-8% -$3.73M 0.16% 130
2019
Q3 		$45.8M Buy
6,689,099
+924,123
+16% +$6.31M 0.18% 116
2019
Q2 		$40.7M Buy
5,764,976
+1,078,682
+23% +$7.64M 0.17% 125
2019
Q1 		$32.9M Buy
4,686,294
+857,424
+22% +$6.13M 0.14% 156
2018
Q4 		$24.9M Sell
3,828,870
-773,669
-17% -$5.78M 0.13% 186
2018
Q3 		$37M Buy
4,602,539
+386,497
+9% +$3.05M 0.16% 139
2018
Q2 		$32.8M Sell
4,216,042
-3,297
-0.1% -$27.4K 0.16% 147
2018
Q1 		$35.9M Buy
4,219,339
+366,753
+10% +$3.28M 0.18% 127
2017
Q4 		$33.5M Buy
3,852,586
+254,804
+7% +$2.06M 0.17% 132
2017
Q3 		$27.7M Buy
3,597,782
+140,124
+4% +$1.07M 0.16% 149
2017
Q2 		$27.2M Buy
3,457,658
+395,569
+13% +$2.94M 0.17% 137
2017
Q1 		$22.2M Buy
3,062,089
+327,288
+12% +$2.54M 0.15% 154
2016
Q4 		$20.9M Sell
2,734,801
-224,265
-8% -$1.63M 0.16% 144
2016
Q3 		$20M Buy
2,959,066
+396,567
+15% +$2.57M 0.14% 165
2016
Q2 		$14.7M Buy
2,562,499
+492,351
+24% +$3.01M 0.11% 206
2016
Q1 		$12.4M Sell
2,070,148
-614,438
-23% -$3.83M 0.11% 221
2015
Q4 		$20.4M Buy
2,684,586
+3,590
+0.1% +$28.3K 0.19% 129
2015
Q3 		$20.5M Buy
2,680,996
+196,620
+8% +$1.65M 0.21% 116
2015
Q2 		$22.1M Buy
2,484,376
+500,243
+25% +$4.34M 0.23% 99
2015
Q1 		$15.4M Buy
1,984,133
+540,547
+37% +$4.04M 0.17% 133
2014
Q4 		$10.5M Sell
1,443,586
-319,963
-18% -$2.43M 0.13% 189
2014
Q3 		$14.5M Buy
1,763,549
+259,384
+17% +$2.13M 0.2% 127
2014
Q2 		$12.7M Buy
1,504,165
+232,478
+18% +$1.92M 0.19% 137
2014
Q1 		$11M Buy
+1,271,687
New +$11.9M 0.15% 153
2013
Q4 		– Sell
-1,104,126
Closed -$11M – 89
2013
Q3 		$10.7M Buy
1,104,126
+194,760
+21% +$1.85M 0.21% 106
2013
Q2 		$8.38M Buy
+909,366
New +$8.12M 0.2% 104

Other funds holding SMFG

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
CIM
Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

Aperio Group's SMFG Position: Q4 2020 in Review

Aperio Group increased its Sumitomo Mitsui Financial (SMFG) stake by 0% in Q4 2020, buying an estimated $287 and bringing the position to 7,960,097 shares worth $49.1M. The position accounts for 0.15% of the portfolio, ranked #136.

Aperio Group first reported a position in SMFG in Q2 2013 and has held it in 30 quarters since. 222 funds tracked by Wall St. Rank hold SMFG as of Q4 2020.

  • Aperio Group held 7,960,097 shares of Sumitomo Mitsui Financial worth $49.1M as of Q4 2020.
  • Aperio Group bought 49 Sumitomo Mitsui Financial shares in Q4 2020, an estimated $287.
  • Sumitomo Mitsui Financial made up 0.15% of Aperio Group's portfolio in Q4 2020, its #136 holding.
  • Aperio Group first reported a position in Sumitomo Mitsui Financial in Q2 2013 and has held it in 30 quarters since.
  • 222 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.