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Arden Trust’s Sumitomo Mitsui Financial 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 -$124 – 476
2016
Q2 		$124 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 		$1.23K Buy
138,405
+3,533
+3% +$30.7K 0.18% 143
2015
Q1 		$1.04K 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
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
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
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

Arden Trust's SMFG Position: Q2 2020 in Review

Arden Trust sold out of Sumitomo Mitsui Financial (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 $1.08M in Q3 2015. 222 funds tracked by Wall St. Rank hold SMFG as of Q2 2020.

  • Arden Trust reported no remaining Sumitomo Mitsui Financial position as of Q2 2020 after selling out during the quarter.
  • Arden Trust sold 1,753 Sumitomo Mitsui Financial shares in Q2 2020, an estimated $8K.
  • Arden Trust first reported a position in Sumitomo Mitsui Financial in Q3 2013 and held it in 15 quarters.
  • Arden Trust's Sumitomo Mitsui Financial position peaked at $1.08M in Q3 2015.
  • 222 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2020.

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