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

Bartlett & Co Wealth 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
2021 Q3	–	Sell	-174	Closed	-$1.23K	–	1060
2021 Q2	$1.23K	Hold	174	–	–	﹤0.01%	923
2021 Q1	$1.29K	Hold	174	–	–	﹤0.01%	943
2020 Q4	$1.07K	Buy	+174	New	+$1.02K	﹤0.01%	1034
2019 Q2	–	Sell	-82	Closed	-$576	–	804
2019 Q1	$576	Buy	+82	New	+$586	﹤0.01%	707

Other funds holding SMFG

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

CIM

Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return

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

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

CAC

Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Bartlett & Co Wealth Management's SMFG Position: Q3 2021 in Review

Bartlett & Co Wealth Management sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q3 2021, closing a stake of 174 shares — an estimated $1.23K sold.

Bartlett & Co Wealth Management first reported a position in SMFG in Q1 2019 and held it in 4 quarters. The position peaked at $1.29K in Q1 2021. 235 funds tracked by Wall St. Rank hold SMFG as of Q3 2021.

Bartlett & Co Wealth Management reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q3 2021 after selling out during the quarter.
Bartlett & Co Wealth Management sold 174 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q3 2021, an estimated $1.23K.
Bartlett & Co Wealth Management first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q1 2019 and held it in 4 quarters.
Bartlett & Co Wealth Management's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $1.29K in Q1 2021.
235 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 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2021, filed 14 Feb 2024.