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Bourgeon Capital Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Bourgeon Capital 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
2024
Q1 		– Sell
-195
Closed -$1.89K – 331
2023
Q4 		$1.89K Buy
195
+61
+46% +$591 ﹤0.01% 303
2023
Q3 		$1.32K Buy
+134
New +$1.24K ﹤0.01% 298

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
CIM
Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bourgeon Capital Management's SMFG Position: Q1 2024 in Review

Bourgeon Capital Management sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2024, closing a stake of 195 shares — an estimated $1.89K sold.

Bourgeon Capital Management first reported a position in SMFG in Q3 2023 and held it in 2 quarters. The position peaked at $1.89K in Q4 2023. 310 funds tracked by Wall St. Rank hold SMFG as of Q1 2024.

  • Bourgeon Capital Management reported no remaining Sumitomo Mitsui Financial position as of Q1 2024 after selling out during the quarter.
  • Bourgeon Capital Management sold 195 Sumitomo Mitsui Financial shares in Q1 2024, an estimated $1.89K.
  • Bourgeon Capital Management first reported a position in Sumitomo Mitsui Financial in Q3 2023 and held it in 2 quarters.
  • Bourgeon Capital Management's Sumitomo Mitsui Financial position peaked at $1.89K in Q4 2023.
  • 310 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2024.

Based on Bourgeon Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.