BC
SMFG icon

Barnett & Company’s Sumitomo Mitsui Financial SMFG Stock Holding History

Barnett & Company’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
Q2 		– Sell
-391
Closed -$2K – 360
2020
Q1 		$2K Sell
391
-833
-68% -$5.37K ﹤0.01% 326
2019
Q4 		$9K Buy
+1,224
New +$8.81K 0.01% 328

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

Barnett & Company's SMFG Position: Q2 2020 in Review

Barnett & Company sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2020, closing a stake of 391 shares — an estimated $2K sold.

Barnett & Company first reported a position in SMFG in Q4 2019 and held it in 2 quarters. The position peaked at $9K in Q4 2019. 222 funds tracked by Wall St. Rank hold SMFG as of Q2 2020.

  • Barnett & Company reported no remaining Sumitomo Mitsui Financial position as of Q2 2020 after selling out during the quarter.
  • Barnett & Company sold 391 Sumitomo Mitsui Financial shares in Q2 2020, an estimated $2K.
  • Barnett & Company first reported a position in Sumitomo Mitsui Financial in Q4 2019 and held it in 2 quarters.
  • Barnett & Company's Sumitomo Mitsui Financial position peaked at $9K in Q4 2019.
  • 222 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2020.

Based on Barnett & Company's 13F filing for Q2 2020, filed 22 Jul 2020.