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Athos Capital’s Sumitomo Mitsui Financial SMFG Stock Holding History

Athos Capital’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 		– Sell
-200,000
Closed -$1.12M – 68
2020
Q3 		$1.12M Hold
200,000
– – 0.54% 41
2020
Q2 		$1.12M Buy
+200,000
New +$1.08M 0.77% 16

Other funds holding SMFG

Lazard Asset Management
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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 $617B AUM 30.33% 1-Year Est. Return

Athos Capital's SMFG Position: Q4 2020 in Review

Athos Capital sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2020, closing a stake of 200,000 shares — an estimated $1.12M sold.

Athos Capital first reported a position in SMFG in Q2 2020 and held it in 2 quarters. The position peaked at $1.12M in Q2 2020. 222 funds tracked by Wall St. Rank hold SMFG as of Q4 2020.

  • Athos Capital reported no remaining Sumitomo Mitsui Financial position as of Q4 2020 after selling out during the quarter.
  • Athos Capital sold 200,000 Sumitomo Mitsui Financial shares in Q4 2020, an estimated $1.12M.
  • Athos Capital first reported a position in Sumitomo Mitsui Financial in Q2 2020 and held it in 2 quarters.
  • Athos Capital's Sumitomo Mitsui Financial position peaked at $1.12M in Q2 2020.
  • 222 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2020.

Based on Athos Capital's 13F filing for Q4 2020, filed 11 Feb 2021.