Brandywine Oak Private Wealth’s Sumitomo Mitsui Financial SMFG Stock Holding History

Brandywine Oak Private Wealth’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 Q3	–	Sell	-43,373	Closed	-$243K	–	273
2020 Q2	$243K	Buy	43,373 +10,208	+31%	+$55.1K	0.04%	206
2020 Q1	$160K	Sell	33,165 -2,782	-8%	-$17.9K	0.03%	212
2019 Q4	$266K	Buy	+35,947	New	+$259K	0.05%	196
2019 Q3	–	Sell	-43,383	Closed	-$306K	–	245
2019 Q2	$306K	Sell	43,383 -132	-0.3%	-$934	0.06%	160
2019 Q1	$305K	Buy	43,515 +6,811	+19%	+$48.7K	0.06%	154
2018 Q4	$238K	Buy	+36,704	New	+$274K	0.05%	180

Other funds holding SMFG

Lazard Asset Management New York $60.8B AUM 22.47% 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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 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

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

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

CAC

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

Brandywine Oak Private Wealth's SMFG Position: Q3 2020 in Review

Brandywine Oak Private Wealth sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2020, closing a stake of 43,373 shares — an estimated $243K sold.

Brandywine Oak Private Wealth first reported a position in SMFG in Q4 2018 and held it in 6 quarters. The position peaked at $306K in Q2 2019. 201 funds tracked by Wall St. Rank hold SMFG as of Q3 2020.

Brandywine Oak Private Wealth reported no remaining Sumitomo Mitsui Financial position as of Q3 2020 after selling out during the quarter.
Brandywine Oak Private Wealth sold 43,373 Sumitomo Mitsui Financial shares in Q3 2020, an estimated $243K.
Brandywine Oak Private Wealth first reported a position in Sumitomo Mitsui Financial in Q4 2018 and held it in 6 quarters.
Brandywine Oak Private Wealth's Sumitomo Mitsui Financial position peaked at $306K in Q2 2019.
201 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2020.

Based on Brandywine Oak Private Wealth's 13F filing for Q3 2020, filed 16 Oct 2020.