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Avalon Investment & Advisory’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) 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 $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
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (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 Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q3 2020 after selling out during the quarter.
  • Avalon Investment & Advisory sold 256,237 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q3 2020, an estimated $1.44M.
  • Avalon Investment & Advisory first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2013 and held it in 25 quarters.
  • Avalon Investment & Advisory's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $1.8M in Q4 2019.
  • 201 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 Q3 2020.

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