Boston Trust Walden’s Sumitomo Mitsui Financial SMFG Stock Holding History

Boston Trust Walden’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 Q2	–	Sell	-70,525	Closed	-$442K	–	384
2022 Q1	$442K	Sell	70,525 -475	-0.7%	-$3.38K	﹤0.01%	325
2021 Q4	$482K	Sell	71,000 -700	-1%	-$4.74K	﹤0.01%	329
2021 Q3	$503K	Hold	71,700	–	–	﹤0.01%	325
2021 Q2	$494K	Buy	71,700 +6,000	+9%	+$43K	﹤0.01%	332
2021 Q1	$476K	Buy	65,700 +2,800	+4%	+$19.5K	﹤0.01%	320
2020 Q4	$388K	Buy	62,900 +25,900	+70%	+$152K	﹤0.01%	334
2020 Q3	$207K	Hold	37,000	–	–	﹤0.01%	359
2020 Q2	$208K	Hold	37,000	–	–	﹤0.01%	359
2020 Q1	$177K	Hold	37,000	–	–	﹤0.01%	347
2019 Q4	$274K	Hold	37,000	–	–	﹤0.01%	353
2019 Q3	$253K	Hold	37,000	–	–	﹤0.01%	362
2019 Q2	$261K	Hold	37,000	–	–	﹤0.01%	360
2019 Q1	$260K	Sell	37,000 -210	-0.6%	-$1.5K	﹤0.01%	361
2018 Q4	$242K	Sell	37,210 -2,125	-5%	-$15.9K	﹤0.01%	360
2018 Q3	$316K	Hold	39,335	–	–	﹤0.01%	354
2018 Q2	$306K	Hold	39,335	–	–	﹤0.01%	356
2018 Q1	$334K	Buy	39,335 +1,950	+5%	+$17.4K	0.01%	356
2017 Q4	$325K	Buy	+37,385	New	+$303K	﹤0.01%	354

Other funds holding SMFG

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

CIM

Cowen Investment Management New York $12M AUM 1.47% 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

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Boston Trust Walden's SMFG Position: Q2 2022 in Review

Boston Trust Walden sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2022, closing a stake of 70,525 shares — an estimated $442K sold.

Boston Trust Walden first reported a position in SMFG in Q4 2017 and held it in 18 quarters. The position peaked at $503K in Q3 2021. 244 funds tracked by Wall St. Rank hold SMFG as of Q2 2022.

Boston Trust Walden reported no remaining Sumitomo Mitsui Financial position as of Q2 2022 after selling out during the quarter.
Boston Trust Walden sold 70,525 Sumitomo Mitsui Financial shares in Q2 2022, an estimated $442K.
Boston Trust Walden first reported a position in Sumitomo Mitsui Financial in Q4 2017 and held it in 18 quarters.
Boston Trust Walden's Sumitomo Mitsui Financial position peaked at $503K in Q3 2021.
244 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2022.

Based on Boston Trust Walden's 13F filing for Q2 2022, filed 22 Jul 2022.