Bartlett & Co’s Sumitomo Mitsui Financial SMFG Stock Holding History

Bartlett & Co’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	-$1K	–	1055
2021 Q2	$1K	Hold	174	–	–	﹤0.01%	955
2021 Q1	$1K	Hold	174	–	–	﹤0.01%	979
2020 Q4	$1K	Buy	+174	New	+$1.02K	﹤0.01%	1060
2019 Q2	–	Sell	-82	Closed	-$1K	–	786
2019 Q1	$1K	Buy	+82	New	+$586	﹤0.01%	688
2016 Q2	–	Sell	-9,575	Closed	-$58K	–	741
2016 Q1	$58K	Hold	9,575	–	–	﹤0.01%	405
2015 Q4	$73K	Hold	9,575	–	–	﹤0.01%	360
2015 Q3	$73K	Hold	9,575	–	–	﹤0.01%	345
2015 Q2	$85K	Hold	9,575	–	–	﹤0.01%	333
2015 Q1	$74K	Hold	9,575	–	–	﹤0.01%	366
2014 Q4	$70K	Buy	+9,575	New	+$72.7K	﹤0.01%	370
2013 Q4	–	Sell	-210	Closed	-$2K	–	775
2013 Q3	$2K	Buy	+210	New	+$1.99K	﹤0.01%	751

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's SMFG Position: Q3 2021 in Review

Bartlett & Co sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2021, closing a stake of 174 shares — an estimated $1K sold.

Bartlett & Co first reported a position in SMFG in Q3 2013 and held it in 11 quarters. The position peaked at $85K in Q2 2015. 235 funds tracked by Wall St. Rank hold SMFG as of Q3 2021.

Bartlett & Co reported no remaining Sumitomo Mitsui Financial position as of Q3 2021 after selling out during the quarter.
Bartlett & Co sold 174 Sumitomo Mitsui Financial shares in Q3 2021, an estimated $1K.
Bartlett & Co first reported a position in Sumitomo Mitsui Financial in Q3 2013 and held it in 11 quarters.
Bartlett & Co's Sumitomo Mitsui Financial position peaked at $85K in Q2 2015.
235 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2021.

Based on Bartlett & Co's 13F filing for Q3 2021, filed 15 Oct 2021.