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Bollard Group’s Sumitomo Mitsui Financial SMFG Stock Holding History

Bollard Group’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
2023
Q4 		– Sell
-595
Closed -$6K – 354
2023
Q3 		$6K Hold
595
– – ﹤0.01% 291
2023
Q2 		$5K Buy
+595
New +$4.92K ﹤0.01% 406
2020
Q3 		– Sell
-6,105
Closed -$34K – 465
2020
Q2 		$34K Buy
+6,105
New +$33K ﹤0.01% 375

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIM
Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bollard Group's SMFG Position: Q4 2023 in Review

Bollard Group sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2023, closing a stake of 595 shares — an estimated $6K sold.

Bollard Group first reported a position in SMFG in Q2 2020 and held it in 3 quarters. The position peaked at $34K in Q2 2020. 308 funds tracked by Wall St. Rank hold SMFG as of Q4 2023.

  • Bollard Group reported no remaining Sumitomo Mitsui Financial position as of Q4 2023 after selling out during the quarter.
  • Bollard Group sold 595 Sumitomo Mitsui Financial shares in Q4 2023, an estimated $6K.
  • Bollard Group first reported a position in Sumitomo Mitsui Financial in Q2 2020 and held it in 3 quarters.
  • Bollard Group's Sumitomo Mitsui Financial position peaked at $34K in Q2 2020.
  • 308 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2023.

Based on Bollard Group's 13F filing for Q4 2023, filed 13 Feb 2024.