CFM
Capricorn Fund Managers’s Sumitomo Mitsui Financial SMFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-920,334
| Closed | -$9.07M | – | 84 |
|
|
2023
Q3 | $9.07M | Buy |
+920,334
| New | +$9.07M | 3.15% | 6 |
|
|
2023
Q2 | – | Sell |
-483,405
| Closed | -$3.87M | – | 103 |
|
|
2023
Q1 | $3.87M | Buy |
+483,405
| New | +$3.87M | 1.18% | 29 |
|
|
2022
Q4 | – | Sell |
-870,220
| Closed | -$4.79M | – | 102 |
|
|
2022
Q3 | $4.79M | Sell |
870,220
-134,992
| -13% | -$742K | 1.5% | 17 |
|
|
2022
Q2 | $5.93M | Buy |
+1,005,212
| New | +$5.93M | 1.08% | 22 |
|