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Balentine LLC’s Sumitomo Mitsui Financial SMFG Stock Holding History

Balentine LLC’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
Q3 		– Sell
-10,264
Closed -$61K – 694
2022
Q2 		$61K Sell
10,264
-12,422
-55% -$75K ﹤0.01% 582
2022
Q1 		$142K Buy
22,686
+5,470
+32% +$39K ﹤0.01% 564
2021
Q4 		$117K Buy
17,216
+1,061
+7% +$7.19K ﹤0.01% 356
2021
Q3 		$113K Sell
16,155
-1,214
-7% -$8.45K ﹤0.01% 255
2021
Q2 		$120K Buy
17,369
+10
+0.1% +$72 ﹤0.01% 178
2021
Q1 		$126K Buy
17,359
+558
+3% +$3.89K 0.01% 150
2020
Q4 		$104K Sell
16,801
-342
-2% -$2.01K ﹤0.01% 137
2020
Q3 		$96K Buy
17,143
+737
+4% +$4.22K ﹤0.01% 123
2020
Q2 		$92K Buy
+16,406
New +$88.6K 0.01% 158
2019
Q4 		– Sell
-3,792
Closed -$26K – 737
2019
Q3 		$26K Buy
3,792
+942
+33% +$6.43K ﹤0.01% 209
2019
Q2 		$20K Hold
2,850
– – ﹤0.01% 211
2019
Q1 		$20K Buy
+2,850
New +$20.4K ﹤0.01% 206
2018
Q4 		– Sell
-5,900
Closed -$47K – 473
2018
Q3 		$47K Buy
+5,900
New +$46.6K ﹤0.01% 74

Other funds holding SMFG

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
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Balentine LLC's SMFG Position: Q3 2022 in Review

Balentine LLC sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2022, closing a stake of 10,264 shares — an estimated $61K sold.

Balentine LLC first reported a position in SMFG in Q3 2018 and held it in 13 quarters. The position peaked at $142K in Q1 2022. 243 funds tracked by Wall St. Rank hold SMFG as of Q3 2022.

  • Balentine LLC reported no remaining Sumitomo Mitsui Financial position as of Q3 2022 after selling out during the quarter.
  • Balentine LLC sold 10,264 Sumitomo Mitsui Financial shares in Q3 2022, an estimated $61K.
  • Balentine LLC first reported a position in Sumitomo Mitsui Financial in Q3 2018 and held it in 13 quarters.
  • Balentine LLC's Sumitomo Mitsui Financial position peaked at $142K in Q1 2022.
  • 243 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2022.

Based on Balentine LLC's 13F filing for Q3 2022, filed 26 Oct 2022.