Capital World Investors
SMFG icon

Capital World Investors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Capital World 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
2016
Q1 		– Sell
-27,000,000
Closed -$205M – 519
2015
Q4 		$205M Hold
27,000,000
– – 0.06% 225
2015
Q3 		$206M Hold
27,000,000
– – 0.06% 230
2015
Q2 		$240M Hold
27,000,000
– – 0.07% 229
2015
Q1 		$209M Buy
27,000,000
+1,950,000
+8% +$14.6M 0.06% 242
2014
Q4 		$182M Sell
25,050,000
-1,950,000
-7% -$14.8M 0.05% 253
2014
Q3 		$221M Hold
27,000,000
– – 0.06% 233
2014
Q2 		$229M Hold
27,000,000
– – 0.06% 225
2014
Q1 		$234M Hold
27,000,000
– – 0.07% 220
2013
Q4 		$283M Hold
27,000,000
– – 0.08% 203
2013
Q3 		$263M Hold
27,000,000
– – 0.08% 210
2013
Q2 		$249M Buy
+27,000,000
New +$241M 0.08% 217

Other funds holding SMFG

Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NMC
Nine Masts Capital Central, Hong Kong $648M AUM 31.93% 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 $501B AUM 22.01% 1-Year Est. Return
JG
Jefferies Group New York $3.42B AUM 6.2% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return