Cadence Bank’s Sumitomo Mitsui Financial SMFG Stock Holding History

Cadence Bank’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
2021 Q3	–	Sell	-20,237	Closed	-$139K	–	200
2021 Q2	$139K	Hold	20,237	–	–	0.02%	194
2021 Q1	$147K	Hold	20,237	–	–	0.02%	195
2020 Q4	$125K	Hold	20,237	–	–	0.02%	208
2020 Q3	$113K	Hold	20,237	–	–	0.02%	177
2020 Q2	$114K	Hold	20,237	–	–	0.02%	182
2020 Q1	$97K	Sell	20,237 -4,000	-17%	-$25.8K	0.02%	173
2019 Q4	$180K	Hold	24,237	–	–	0.03%	195
2019 Q3	$166K	Hold	24,237	–	–	0.02%	217
2019 Q2	$171K	Hold	24,237	–	–	0.02%	212
2019 Q1	$170K	Hold	24,237	–	–	0.02%	231
2018 Q4	$158K	Hold	24,237	–	–	0.02%	224
2018 Q3	$195K	Hold	24,237	–	–	0.02%	245
2018 Q2	$188K	Hold	24,237	–	–	0.02%	236
2018 Q1	$206K	Hold	24,237	–	–	0.02%	237
2017 Q4	$211K	Buy	+24,237	New	+$196K	0.02%	240

Other funds holding SMFG

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

CIM

Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Cadence Bank's SMFG Position: Q3 2021 in Review

Cadence Bank sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2021, closing a stake of 20,237 shares — an estimated $139K sold.

Cadence Bank first reported a position in SMFG in Q4 2017 and held it in 15 quarters. The position peaked at $211K in Q4 2017. 235 funds tracked by Wall St. Rank hold SMFG as of Q3 2021.

Cadence Bank reported no remaining Sumitomo Mitsui Financial position as of Q3 2021 after selling out during the quarter.
Cadence Bank sold 20,237 Sumitomo Mitsui Financial shares in Q3 2021, an estimated $139K.
Cadence Bank first reported a position in Sumitomo Mitsui Financial in Q4 2017 and held it in 15 quarters.
Cadence Bank's Sumitomo Mitsui Financial position peaked at $211K in Q4 2017.
235 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2021.

Based on Cadence Bank's 13F filing for Q3 2021, filed 10 Nov 2021.