Aperio Group’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) 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 New York $66.1B AUM 33.53% 1-Year Est. Return

CIM

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

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Cowen and Company New York $2.97B AUM 105.25% 1-Year Est. Return

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

LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return

Aperio Group's SMFG Position: Q4 2020 in Review

Aperio Group increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (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 Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $49.1M as of Q4 2020.
Aperio Group bought 49 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q4 2020, an estimated $287.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) 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 Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q2 2013 and has held it in 30 quarters since.
222 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 Q4 2020.

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