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

Axiom Investment Management’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
2022 Q4	–	Sell	-335	Closed	-$2K	–	376
2022 Q3	$2K	Buy	+335	New	+$2.02K	﹤0.01%	348
2019 Q3	–	Sell	-14,999	Closed	-$107K	–	382
2019 Q2	$107K	Sell	14,999 -257	-2%	-$1.82K	0.02%	387
2019 Q1	$109K	Buy	15,256 +1,447	+10%	+$10.3K	0.02%	378
2018 Q4	$90K	Buy	+13,809	New	+$103K	0.02%	343

Other funds holding SMFG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Cowen and Company New York $2.97B AUM 105.25% 1-Year Est. Return

Axiom Investment Management's SMFG Position: Q4 2022 in Review

Axiom Investment Management sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q4 2022, closing a stake of 335 shares — an estimated $2K sold.

Axiom Investment Management first reported a position in SMFG in Q4 2018 and held it in 4 quarters. The position peaked at $109K in Q1 2019. 257 funds tracked by Wall St. Rank hold SMFG as of Q4 2022.

Axiom Investment Management reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q4 2022 after selling out during the quarter.
Axiom Investment Management sold 335 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q4 2022, an estimated $2K.
Axiom Investment Management first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2018 and held it in 4 quarters.
Axiom Investment Management's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $109K in Q1 2019.
257 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 Q4 2022.

Based on Axiom Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.