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BBR Partners’s Sumitomo Mitsui Financial SMFG Stock Holding History

BBR Partners’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
Q1 		– Sell
-35,764
Closed -$265K – 201
2019
Q4 		$265K Buy
+35,764
New +$257K 0.03% 158
2017
Q1 		– Sell
-10,845
Closed -$83K – 85
2016
Q4 		$83K Buy
+10,845
New +$78.8K 0.01% 72

Other funds holding SMFG

Lazard Asset Management
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CIM
Cowen Investment Management New York $12M AUM 1.47% 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
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BBR Partners's SMFG Position: Q1 2020 in Review

BBR Partners sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2020, closing a stake of 35,764 shares — an estimated $265K sold.

BBR Partners first reported a position in SMFG in Q4 2016 and held it in 2 quarters. The position peaked at $265K in Q4 2019. 219 funds tracked by Wall St. Rank hold SMFG as of Q1 2020.

  • BBR Partners reported no remaining Sumitomo Mitsui Financial position as of Q1 2020 after selling out during the quarter.
  • BBR Partners sold 35,764 Sumitomo Mitsui Financial shares in Q1 2020, an estimated $265K.
  • BBR Partners first reported a position in Sumitomo Mitsui Financial in Q4 2016 and held it in 2 quarters.
  • BBR Partners's Sumitomo Mitsui Financial position peaked at $265K in Q4 2019.
  • 219 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2020.

Based on BBR Partners's 13F filing for Q1 2020, filed 14 May 2020.