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Cambiar Investors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Cambiar Investors’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
2019
Q3 		– Sell
-15,619,597
Closed -$110M – 160
2019
Q2 		$110M Sell
15,619,597
-1,426,827
-8% -$10.1M 2.86% 12
2019
Q1 		$120M Buy
17,046,424
+1,930,119
+13% +$13.8M 2.85% 12
2018
Q4 		$98.4M Sell
15,116,305
-3,285,410
-18% -$24.5M 2.22% 14
2018
Q3 		$148M Sell
18,401,715
-8,242,037
-31% -$65.1M 2.68% 13
2018
Q2 		$207M Buy
26,643,752
+244,101
+0.9% +$2.03M 3.46% 10
2018
Q1 		$224M Buy
26,399,651
+1,137,449
+5% +$10.2M 3.56% 11
2017
Q4 		$220M Buy
25,262,202
+522,256
+2% +$4.23M 3.44% 9
2017
Q3 		$191M Buy
24,739,946
+1,399,760
+6% +$10.7M 3% 11
2017
Q2 		$183M Buy
+23,340,186
New +$173M 2.88% 9
2016
Q1 		– Sell
-19,935,398
Closed -$151M – 155
2015
Q4 		$151M Buy
19,935,398
+3,152,967
+19% +$24.8M 2.17% 3
2015
Q3 		$128M Buy
16,782,431
+3,710,733
+28% +$31.2M 1.89% 2
2015
Q2 		$116M Buy
13,071,698
+923,890
+8% +$8.02M 1.63% 9
2015
Q1 		$94M Buy
12,147,808
+2,940,498
+32% +$22M 1.36% 21
2014
Q4 		$67M Sell
9,207,310
-111,931
-1% -$849K 1.02% 43
2014
Q3 		$76.4M Buy
9,319,241
+873,347
+10% +$7.16M 1.09% 39
2014
Q2 		$71.5M Buy
8,445,894
+3,967,421
+89% +$32.7M 1% 36
2014
Q1 		$38.7M Buy
4,478,473
+1,799,068
+67% +$16.8M 0.57% 79
2013
Q4 		$28.1M Buy
+2,679,405
New +$26.7M 0.41% 93

Other funds holding SMFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Cambiar Investors's SMFG Position: Q3 2019 in Review

Cambiar Investors sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2019, closing a stake of 15,619,597 shares — an estimated $110M sold.

Cambiar Investors first reported a position in SMFG in Q4 2013 and held it in 18 quarters. The position peaked at $224M in Q1 2018. 223 funds tracked by Wall St. Rank hold SMFG as of Q3 2019.

  • Cambiar Investors reported no remaining Sumitomo Mitsui Financial position as of Q3 2019 after selling out during the quarter.
  • Cambiar Investors sold 15,619,597 Sumitomo Mitsui Financial shares in Q3 2019, an estimated $110M.
  • Cambiar Investors first reported a position in Sumitomo Mitsui Financial in Q4 2013 and held it in 18 quarters.
  • Cambiar Investors's Sumitomo Mitsui Financial position peaked at $224M in Q1 2018.
  • 223 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2019.

Based on Cambiar Investors's 13F filing for Q3 2019, filed 17 Oct 2019.