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Avalon Investment & Advisory’s Sumitomo Mitsui Financial SMFG Stock Holding History

Avalon Investment & Advisory’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
Q3 		– Sell
-256,237
Closed -$1.44M – 333
2020
Q2 		$1.44M Sell
256,237
-27,508
-10% -$149K 0.03% 199
2020
Q1 		$1.36M Buy
283,745
+40,663
+17% +$262K 0.03% 206
2019
Q4 		$1.8M Buy
243,082
+4,889
+2% +$35.2K 0.04% 212
2019
Q3 		$1.63M Buy
238,193
+20,987
+10% +$143K 0.04% 213
2019
Q2 		$1.53M Buy
217,206
+15,056
+7% +$107K 0.03% 221
2019
Q1 		$1.42M Buy
202,150
+12,744
+7% +$91.1K 0.03% 226
2018
Q4 		$1.23M Buy
189,406
+42,643
+29% +$318K 0.03% 227
2018
Q3 		$1.18M Buy
146,763
+17,492
+14% +$138K 0.03% 252
2018
Q2 		$1M Buy
129,271
+2,274
+2% +$18.9K 0.03% 253
2018
Q1 		$1.08M Buy
126,997
+22,691
+22% +$203K 0.03% 250
2017
Q4 		$906K Buy
104,306
+3,160
+3% +$25.6K 0.03% 265
2017
Q3 		$780K Buy
101,146
+40,649
+67% +$310K 0.02% 280
2017
Q2 		$476K Sell
60,497
-17,803
-23% -$132K 0.02% 325
2017
Q1 		$568K Sell
78,300
-7,925
-9% -$61.5K 0.02% 300
2016
Q4 		$659K Buy
+86,225
New +$626K 0.02% 265
2016
Q2 		– Sell
-22,420
Closed -$135K – 291
2016
Q1 		$135K Sell
22,420
-76,888
-77% -$479K 0.01% 254
2015
Q4 		$754K Sell
99,308
-103,392
-51% -$814K 0.03% 172
2015
Q3 		$1.55M Buy
202,700
+139,453
+220% +$1.17M 0.07% 119
2015
Q2 		$562K Buy
63,247
+25,385
+67% +$220K 0.02% 191
2015
Q1 		$293K Buy
37,862
+14,838
+64% +$111K 0.01% 214
2014
Q4 		$168K Sell
23,024
-30,597
-57% -$232K 0.01% 220
2014
Q3 		$440K Buy
53,621
+1,097
+2% +$8.99K 0.02% 153
2014
Q2 		$445K Buy
52,524
+4,567
+10% +$37.6K 0.02% 151
2014
Q1 		$415K Buy
47,957
+13,202
+38% +$124K 0.02% 153
2013
Q4 		$365K Buy
+34,755
New +$346K 0.02% 157

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
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return

Avalon Investment & Advisory's SMFG Position: Q3 2020 in Review

Avalon Investment & Advisory sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2020, closing a stake of 256,237 shares — an estimated $1.44M sold.

Avalon Investment & Advisory first reported a position in SMFG in Q4 2013 and held it in 25 quarters. The position peaked at $1.8M in Q4 2019. 201 funds tracked by Wall St. Rank hold SMFG as of Q3 2020.

  • Avalon Investment & Advisory reported no remaining Sumitomo Mitsui Financial position as of Q3 2020 after selling out during the quarter.
  • Avalon Investment & Advisory sold 256,237 Sumitomo Mitsui Financial shares in Q3 2020, an estimated $1.44M.
  • Avalon Investment & Advisory first reported a position in Sumitomo Mitsui Financial in Q4 2013 and held it in 25 quarters.
  • Avalon Investment & Advisory's Sumitomo Mitsui Financial position peaked at $1.8M in Q4 2019.
  • 201 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2020.

Based on Avalon Investment & Advisory's 13F filing for Q3 2020, filed 4 Nov 2020.