Berman Capital Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Berman Capital Advisors’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
2021 Q3	$45K	Buy	6,498 +131	+2%	+$912	0.01%	720
2021 Q2	$43K	Hold	6,367	–	–	0.01%	642
2021 Q1	$46K	Hold	6,367	–	–	0.01%	512
2020 Q4	$39K	Buy	6,367 +446	+8%	+$2.62K	0.01%	477
2020 Q3	$33K	Buy	5,921 +96	+2%	+$550	0.01%	454
2020 Q2	$32K	Buy	5,825 +3,609	+163%	+$19.5K	0.01%	421
2020 Q1	$10K	Buy	2,216 +1,563	+239%	+$10.1K	﹤0.01%	674
2019 Q4	$4K	Hold	653	–	–	﹤0.01%	1043
2019 Q3	$4K	Sell	653 -444	-40%	-$3.03K	﹤0.01%	1022
2019 Q2	$7K	Buy	1,097 +653	+147%	+$4.62K	﹤0.01%	874
2019 Q1	$3K	Sell	444 -2,382	-84%	-$17K	﹤0.01%	1023
2018 Q4	$17K	Buy	+2,826	New	+$21.1K	0.01%	413
2018 Q3	–	Sell	-12,491	Closed	-$97K	–	123
2018 Q2	$97K	Buy	12,491 +606	+5%	+$5.04K	0.03%	116
2018 Q1	$101K	Buy	11,885 +696	+6%	+$6.22K	0.04%	109
2017 Q4	$97K	Buy	+11,189	New	+$90.7K	0.03%	102

Other funds holding SMFG

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

PPA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CAC

Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Berman Capital Advisors's SMFG Position: Q3 2021 in Review

Berman Capital Advisors increased its Sumitomo Mitsui Financial (SMFG) stake by 2.1% in Q3 2021, buying an estimated $912 and bringing the position to 6,498 shares worth $45K. The position accounts for 0.01% of the portfolio, ranked #720.

Berman Capital Advisors first reported a position in SMFG in Q4 2017 and has held it in 15 quarters since. The position peaked at $101K in Q1 2018. 235 funds tracked by Wall St. Rank hold SMFG as of Q3 2021.

Berman Capital Advisors held 6,498 shares of Sumitomo Mitsui Financial worth $45K as of Q3 2021.
Berman Capital Advisors bought 131 Sumitomo Mitsui Financial shares in Q3 2021, an estimated $912.
Sumitomo Mitsui Financial made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #720 holding.
Berman Capital Advisors first reported a position in Sumitomo Mitsui Financial in Q4 2017 and has held it in 15 quarters since.
Berman Capital Advisors's Sumitomo Mitsui Financial position peaked at $101K in Q1 2018.
235 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.