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Bellevue Asset Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Bellevue Asset 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
2020
Q3 		– Sell
-278
Closed -$2K – 622
2020
Q2 		$2K Buy
+278
New +$1.5K ﹤0.01% 563

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
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return

Bellevue Asset Management's SMFG Position: Q3 2020 in Review

Bellevue Asset Management sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2020, closing a stake of 278 shares — an estimated $2K sold.

Bellevue Asset Management first reported a position in SMFG in Q2 2020 and held it in 1 quarter. The position peaked at $2K in Q2 2020. 201 funds tracked by Wall St. Rank hold SMFG as of Q3 2020.

  • Bellevue Asset Management reported no remaining Sumitomo Mitsui Financial position as of Q3 2020 after selling out during the quarter.
  • Bellevue Asset Management sold 278 Sumitomo Mitsui Financial shares in Q3 2020, an estimated $2K.
  • Bellevue Asset Management first reported a position in Sumitomo Mitsui Financial in Q2 2020 and held it in 1 quarter.
  • Bellevue Asset Management's Sumitomo Mitsui Financial position peaked at $2K in Q2 2020.
  • 201 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2020.

Based on Bellevue Asset Management's 13F filing for Q3 2020, filed 12 Nov 2020.