Carroll Financial Associates’s Sumitomo Mitsui Financial SMFG Stock Holding History

Carroll Financial Associates’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 Q4	$10K	Sell	1,571 -103	-6%	-$698	﹤0.01%	1171
2021 Q3	$11K	Buy	1,674 +103	+7%	+$717	﹤0.01%	1187
2021 Q2	$10K	Hold	1,571	–	–	﹤0.01%	1300
2021 Q1	$11K	Hold	1,571	–	–	﹤0.01%	1190
2020 Q4	$9K	Sell	1,571 -17	-1%	-$100	﹤0.01%	1147
2020 Q3	$8K	Hold	1,588	–	–	﹤0.01%	1105
2020 Q2	$8K	Hold	1,588	–	–	﹤0.01%	1095
2020 Q1	$7K	Hold	1,588	–	–	﹤0.01%	1049
2019 Q4	$11K	Buy	1,588 +12	+0.8%	+$86	﹤0.01%	1030
2019 Q3	$10K	Sell	1,576 -1,407	-47%	-$9.61K	﹤0.01%	1011
2019 Q2	$21K	Buy	2,983 +1,407	+89%	+$9.96K	﹤0.01%	819
2019 Q1	$11K	Hold	1,576	–	–	﹤0.01%	924
2018 Q4	$10K	Hold	1,576	–	–	﹤0.01%	860
2018 Q3	$12K	Hold	1,576	–	–	﹤0.01%	852
2018 Q2	$12K	Hold	1,576	–	–	﹤0.01%	819
2018 Q1	$13K	Hold	1,576	–	–	﹤0.01%	782
2017 Q4	$13K	Hold	1,576	–	–	﹤0.01%	768
2017 Q3	$12K	Hold	1,576	–	–	﹤0.01%	778
2017 Q2	$12K	Sell	1,576 -256	-14%	-$1.9K	﹤0.01%	802
2017 Q1	$13K	Hold	1,832	–	–	﹤0.01%	770
2016 Q4	$13K	Hold	1,832	–	–	﹤0.01%	737
2016 Q3	$12K	Hold	1,832	–	–	﹤0.01%	779
2016 Q2	$10K	Hold	1,832	–	–	﹤0.01%	786
2016 Q1	$11K	Hold	1,832	–	–	﹤0.01%	749
2015 Q4	$13K	Sell	1,832 -52	-3%	-$409	﹤0.01%	694
2015 Q3	$14K	Hold	1,884	–	–	﹤0.01%	650
2015 Q2	$17K	Buy	+1,884	New	+$16.4K	﹤0.01%	600
2014 Q3	–	Sell	-340	Closed	-$2.79K	–	940
2014 Q2	$3K	Hold	340	–	–	﹤0.01%	782
2014 Q1	$3K	Hold	340	–	–	﹤0.01%	730
2013 Q4	$3K	Buy	+340	New	+$3.38K	﹤0.01%	681

Other funds holding SMFG

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CAC

Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Carroll Financial Associates's SMFG Position: Q4 2021 in Review

Carroll Financial Associates reduced its Sumitomo Mitsui Financial (SMFG) stake by 6.2% in Q4 2021, selling an estimated $698 and leaving 1,571 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1171.

Carroll Financial Associates first reported a position in SMFG in Q4 2013 and has held it in 30 quarters since. The position peaked at $21K in Q2 2019. 241 funds tracked by Wall St. Rank hold SMFG as of Q4 2021.

Carroll Financial Associates held 1,571 shares of Sumitomo Mitsui Financial worth $10K as of Q4 2021.
Carroll Financial Associates sold 103 Sumitomo Mitsui Financial shares in Q4 2021, an estimated $698.
Sumitomo Mitsui Financial made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1171 holding.
Carroll Financial Associates first reported a position in Sumitomo Mitsui Financial in Q4 2013 and has held it in 30 quarters since.
Carroll Financial Associates's Sumitomo Mitsui Financial position peaked at $21K in Q2 2019.
241 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.