Arden Trust’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

Arden Trust’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 Q2	–	Sell	-1,753	Closed	-$8K	–	682
2020 Q1	$8K	Buy	+1,753	New	+$11.3K	﹤0.01%	614
2019 Q2	–	Sell	-10,283	Closed	-$72K	–	377
2019 Q1	$72K	Buy	+10,283	New	+$73.5K	0.01%	371
2018 Q2	–	Sell	-11,129	Closed	-$95K	–	371
2018 Q1	$95K	Buy	+11,129	New	+$99.4K	0.01%	360
2016 Q3	–	Sell	-21,699	Closed	-$124K	–	476
2016 Q2	$124K	Sell	21,699 -20,372	-48%	-$124K	0.01%	620
2016 Q1	$253K	Sell	42,071 -96,225	-70%	-$600K	0.02%	519
2015 Q4	$1.05M	Sell	138,296 -3,103	-2%	-$24.4K	0.09%	233
2015 Q3	$1.08M	Buy	141,399 +2,994	+2%	+$25.2K	0.09%	245
2015 Q2	$1.23M	Buy	138,405 +3,533	+3%	+$30.7K	0.18%	143
2015 Q1	$1.04M	Buy	134,872 +41,813	+45%	+$313K	0.15%	176
2014 Q4	$677K	Buy	93,059 +492	+0.5%	+$3.73K	0.09%	198
2014 Q3	$759K	Sell	92,567 -3,115	-3%	-$25.5K	0.1%	181
2014 Q2	$810K	Buy	95,682 +1,202	+1%	+$9.9K	0.11%	168
2014 Q1	$818K	Sell	94,480 -3,322	-3%	-$31.1K	0.1%	175
2013 Q4	$1.03M	Buy	97,802 +957	+1%	+$9.52K	0.12%	136
2013 Q3	$942K	Buy	+96,845	New	+$919K	0.12%	146

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

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

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

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

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

Arden Trust's SMFG Position: Q2 2020 in Review

Arden Trust sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q2 2020, closing a stake of 1,753 shares — an estimated $8K sold.

Arden Trust first reported a position in SMFG in Q3 2013 and held it in 15 quarters. The position peaked at $1.23M in Q2 2015. 222 funds tracked by Wall St. Rank hold SMFG as of Q2 2020.

Arden Trust reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q2 2020 after selling out during the quarter.
Arden Trust sold 1,753 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2020, an estimated $8K.
Arden Trust first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q3 2013 and held it in 15 quarters.
Arden Trust's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $1.23M in Q2 2015.
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 Q2 2020.

Based on Arden Trust's 13F filing for Q2 2020, filed 9 Jul 2020.