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Capricorn Fund Managers’s Sumitomo Mitsui Financial SMFG Stock Holding History

Capricorn Fund Managers’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
2023
Q4 		– Sell
-920,334
Closed -$9.07M – 84
2023
Q3 		$9.07M Buy
+920,334
New +$8.51M 3.15% 6
2023
Q2 		– Sell
-483,405
Closed -$3.87M – 103
2023
Q1 		$3.87M Buy
+483,405
New +$4.09M 1.18% 29
2022
Q4 		– Sell
-870,220
Closed -$4.79M – 102
2022
Q3 		$4.79M Sell
870,220
-134,992
-13% -$814K 1.5% 17
2022
Q2 		$5.93M Buy
+1,005,212
New +$6.07M 1.08% 22

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIM
Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capricorn Fund Managers's SMFG Position: Q4 2023 in Review

Capricorn Fund Managers sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2023, closing a stake of 920,334 shares — an estimated $9.07M sold.

Capricorn Fund Managers first reported a position in SMFG in Q2 2022 and held it in 4 quarters. The position peaked at $9.07M in Q3 2023. 306 funds tracked by Wall St. Rank hold SMFG as of Q4 2023.

  • Capricorn Fund Managers reported no remaining Sumitomo Mitsui Financial position as of Q4 2023 after selling out during the quarter.
  • Capricorn Fund Managers sold 920,334 Sumitomo Mitsui Financial shares in Q4 2023, an estimated $9.07M.
  • Capricorn Fund Managers first reported a position in Sumitomo Mitsui Financial in Q2 2022 and held it in 4 quarters.
  • Capricorn Fund Managers's Sumitomo Mitsui Financial position peaked at $9.07M in Q3 2023.
  • 306 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2023.

Based on Capricorn Fund Managers's 13F filing for Q4 2023, filed 10 Jan 2024.