BerganKDV Wealth Management’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

BerganKDV Wealth 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 Q4	–	Sell	-123	Closed	-$1K	–	1010
2020 Q3	$1K	Hold	123	–	–	﹤0.01%	862
2020 Q2	$1K	Sell	123 -955	-89%	-$5.16K	﹤0.01%	899
2020 Q1	$5K	Buy	1,078 +123	+13%	+$792	﹤0.01%	587
2019 Q4	$7K	Buy	955 +457	+92%	+$3.29K	﹤0.01%	573
2019 Q3	$3K	Hold	498	–	–	﹤0.01%	612
2019 Q2	$4K	Hold	498	–	–	﹤0.01%	615
2019 Q1	$4K	Hold	498	–	–	﹤0.01%	617
2018 Q4	$3K	Buy	+498	New	+$3.72K	﹤0.01%	598

Other funds holding SMFG

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

BerganKDV Wealth Management's SMFG Position: Q4 2020 in Review

BerganKDV Wealth Management sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q4 2020, closing a stake of 123 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in SMFG in Q4 2018 and held it in 8 quarters. The position peaked at $7K in Q4 2019. 222 funds tracked by Wall St. Rank hold SMFG as of Q4 2020.

BerganKDV Wealth Management reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q4 2020 after selling out during the quarter.
BerganKDV Wealth Management sold 123 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q4 2020, an estimated $1K.
BerganKDV Wealth Management 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 8 quarters.
BerganKDV Wealth Management's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $7K in Q4 2019.
222 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 Q4 2020.

Based on BerganKDV Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.