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Brinker Capital’s Sumitomo Mitsui Financial SMFG Stock Holding History

Brinker Capital’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
Q2 		$2.09M Sell
371,605
-45,980
-11% -$248K 0.07% 286
2020
Q1 		$2M Sell
417,585
-32,762
-7% -$211K 0.08% 234
2019
Q4 		$3.34M Buy
450,347
+399
+0.1% +$2.87K 0.1% 194
2019
Q3 		$3.08M Buy
449,948
+28,871
+7% +$197K 0.11% 193
2019
Q2 		$2.97M Sell
421,077
-2,971
-0.7% -$21K 0.11% 175
2019
Q1 		$2.98M Buy
424,048
+103,900
+32% +$743K 0.11% 177
2018
Q4 		$2.08M Sell
320,148
-88,315
-22% -$659K 0.09% 210
2018
Q3 		$3.28M Buy
408,463
+17,433
+4% +$138K 0.12% 178
2018
Q2 		$3.04M Buy
391,030
+10,157
+3% +$84.4K 0.12% 177
2018
Q1 		$3.24M Sell
380,873
-164,463
-30% -$1.47M 0.13% 171
2017
Q4 		$4.74M Buy
545,336
+10,013
+2% +$81.1K 0.18% 115
2017
Q3 		$4.13M Buy
535,323
+9,881
+2% +$75.3K 0.17% 127
2017
Q2 		$4.13M Buy
525,442
+201,952
+62% +$1.5M 0.19% 121
2017
Q1 		$2.35M Buy
323,490
+19,979
+7% +$155K 0.11% 185
2016
Q4 		$2.32M Buy
303,511
+241,800
+392% +$1.76M 0.13% 167
2016
Q3 		$417K Buy
61,711
+10,472
+20% +$67.9K 0.04% 224
2016
Q2 		$293K Buy
51,239
+14,834
+41% +$90.6K 0.03% 228
2016
Q1 		$218K Buy
+36,405
New +$227K 0.02% 235

Other funds holding SMFG

Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 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
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return

Brinker Capital's SMFG Position: Q2 2020 in Review

Brinker Capital reduced its Sumitomo Mitsui Financial (SMFG) stake by 11% in Q2 2020, selling an estimated $248K and leaving 371,605 shares worth $2.09M. The position accounts for 0.07% of the portfolio, ranked #286.

Brinker Capital first reported a position in SMFG in Q1 2016 and has held it in 18 quarters since. The position peaked at $4.74M in Q4 2017. 222 funds tracked by Wall St. Rank hold SMFG as of Q2 2020.

  • Brinker Capital held 371,605 shares of Sumitomo Mitsui Financial worth $2.09M as of Q2 2020.
  • Brinker Capital sold 45,980 Sumitomo Mitsui Financial shares in Q2 2020, an estimated $248K.
  • Sumitomo Mitsui Financial made up 0.07% of Brinker Capital's portfolio in Q2 2020, its #286 holding.
  • Brinker Capital first reported a position in Sumitomo Mitsui Financial in Q1 2016 and has held it in 18 quarters since.
  • Brinker Capital's Sumitomo Mitsui Financial position peaked at $4.74M in Q4 2017.
  • 222 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2020.

Based on Brinker Capital's 13F filing for Q2 2020, filed 30 Jul 2020.