Aperio Group’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $49.1M | Buy |
7,960,097
+49
| +0% | +$302 | 0.15% | 136 |
|
|
2020
Q3 | $44.5M | Buy |
7,960,048
+651,928
| +9% | +$3.64M | 0.15% | 130 |
|
|
2020
Q2 | $41.1M | Buy |
7,308,120
+2,216,261
| +44% | +$12.5M | 0.15% | 127 |
|
|
2020
Q1 | $24.4M | Sell |
5,091,859
-1,078,968
| -17% | -$5.17M | 0.11% | 194 |
|
|
2019
Q4 | $45.7M | Sell |
6,170,827
-518,272
| -8% | -$3.84M | 0.16% | 130 |
|
|
2019
Q3 | $45.8M | Buy |
6,689,099
+924,123
| +16% | +$6.32M | 0.18% | 116 |
|
|
2019
Q2 | $40.7M | Buy |
5,764,976
+1,078,682
| +23% | +$7.62M | 0.17% | 125 |
|
|
2019
Q1 | $32.9M | Buy |
4,686,294
+857,424
| +22% | +$6.03M | 0.14% | 156 |
|
|
2018
Q4 | $24.9M | Sell |
3,828,870
-773,669
| -17% | -$5.04M | 0.13% | 186 |
|
|
2018
Q3 | $37M | Buy |
4,602,539
+386,497
| +9% | +$3.1M | 0.16% | 139 |
|
|
2018
Q2 | $32.8M | Sell |
4,216,042
-3,297
| -0.1% | -$25.6K | 0.16% | 147 |
|
|
2018
Q1 | $35.9M | Buy |
4,219,339
+366,753
| +10% | +$3.12M | 0.18% | 127 |
|
|
2017
Q4 | $33.5M | Buy |
3,852,586
+254,804
| +7% | +$2.21M | 0.17% | 132 |
|
|
2017
Q3 | $27.7M | Buy |
3,597,782
+140,124
| +4% | +$1.08M | 0.16% | 149 |
|
|
2017
Q2 | $27.2M | Buy |
3,457,658
+395,569
| +13% | +$3.11M | 0.17% | 137 |
|
|
2017
Q1 | $22.2M | Buy |
3,062,089
+327,288
| +12% | +$2.37M | 0.15% | 154 |
|
|
2016
Q4 | $20.9M | Sell |
2,734,801
-224,265
| -8% | -$1.71M | 0.16% | 144 |
|
|
2016
Q3 | $20M | Buy |
2,959,066
+396,567
| +15% | +$2.68M | 0.14% | 165 |
|
|
2016
Q2 | $14.7M | Buy |
2,562,499
+492,351
| +24% | +$2.82M | 0.11% | 206 |
|
|
2016
Q1 | $12.4M | Sell |
2,070,148
-614,438
| -23% | -$3.69M | 0.11% | 221 |
|
|
2015
Q4 | $20.4M | Buy |
2,684,586
+3,590
| +0.1% | +$27.2K | 0.19% | 129 |
|
|
2015
Q3 | $20.5M | Buy |
2,680,996
+196,620
| +8% | +$1.5M | 0.21% | 116 |
|
|
2015
Q2 | $22.1M | Buy |
2,484,376
+500,243
| +25% | +$4.45M | 0.23% | 99 |
|
|
2015
Q1 | $15.4M | Buy |
1,984,133
+540,547
| +37% | +$4.18M | 0.17% | 133 |
|
|
2014
Q4 | $10.5M | Sell |
1,443,586
-319,963
| -18% | -$2.33M | 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% | +$1.97M | 0.19% | 137 |
|
|
2014
Q1 | $11M | Buy |
+1,271,687
| New | +$11M | 0.15% | 153 |
|
|
2013
Q4 | – | Sell |
-1,104,126
| Closed | -$10.7M | – | 89 |
|
|
2013
Q3 | $10.7M | Buy |
1,104,126
+194,760
| +21% | +$1.89M | 0.21% | 106 |
|
|
2013
Q2 | $8.38M | Buy |
+909,366
| New | +$8.38M | 0.2% | 104 |
|