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Axiom Investment Management’s Sumitomo Mitsui Financial 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
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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return

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

Axiom Investment Management sold out of Sumitomo Mitsui Financial (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. 259 funds tracked by Wall St. Rank hold SMFG as of Q4 2022.

  • Axiom Investment Management reported no remaining Sumitomo Mitsui Financial position as of Q4 2022 after selling out during the quarter.
  • Axiom Investment Management sold 335 Sumitomo Mitsui Financial shares in Q4 2022, an estimated $2K.
  • Axiom Investment Management first reported a position in Sumitomo Mitsui Financial in Q4 2018 and held it in 4 quarters.
  • Axiom Investment Management's Sumitomo Mitsui Financial position peaked at $109K in Q1 2019.
  • 259 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2022.

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