Benjamin F. Edwards & Company’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) 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 New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

CIM

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 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 Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (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 Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q3 2022 after selling out during the quarter.
Benjamin F. Edwards & Company sold 861 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q3 2022, an estimated $5K.
Benjamin F. Edwards & Company first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2018 and held it in 7 quarters.
Benjamin F. Edwards & Company's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $7K in Q2 2019.
243 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 2022.

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