BFEC
SMFG icon

Benjamin F. Edwards & Company’s Sumitomo Mitsui Financial SMFG Stock Holding History

Benjamin F. Edwards & 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
2022
Q3 		– Sell
-861
Closed -$5K – 1900
2022
Q2 		$5K Buy
+861
New +$5.2K ﹤0.01% 1554
2020
Q2 		– Sell
-460
Closed -$2K – 1784
2020
Q1 		$2K Hold
460
– – ﹤0.01% 1611
2019
Q4 		$3K Hold
460
– – ﹤0.01% 1736
2019
Q3 		$3K Sell
460
-461
-50% -$3.15K ﹤0.01% 1705
2019
Q2 		$7K Hold
921
– – ﹤0.01% 1533
2019
Q1 		$6K Hold
921
– – ﹤0.01% 1455
2018
Q4 		$6K Buy
+921
New +$6.88K ﹤0.01% 1417

Other funds holding SMFG

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Benjamin F. Edwards & Company's SMFG Position: Q3 2022 in Review

Benjamin F. Edwards & Company sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2022, closing a stake of 861 shares — an estimated $5K sold.

Benjamin F. Edwards & Company first reported a position in SMFG in Q4 2018 and held it in 7 quarters. The position peaked at $7K in Q2 2019. 243 funds tracked by Wall St. Rank hold SMFG as of Q3 2022.

  • Benjamin F. Edwards & Company reported no remaining Sumitomo Mitsui Financial position as of Q3 2022 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 861 Sumitomo Mitsui Financial shares in Q3 2022, an estimated $5K.
  • Benjamin F. Edwards & Company first reported a position in Sumitomo Mitsui Financial in Q4 2018 and held it in 7 quarters.
  • Benjamin F. Edwards & Company's Sumitomo Mitsui Financial position peaked at $7K in Q2 2019.
  • 243 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2022.

Based on Benjamin F. Edwards & Company's 13F filing for Q3 2022, filed 28 Oct 2022.