Causeway Capital Management’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.56M | Buy |
+301,796
| New | +$4.56M | 0.07% | 84 |
|
2025
Q1 | – | Sell |
-13,348
| Closed | -$193K | – | 106 |
|
2024
Q4 | $193K | Sell |
13,348
-2,771
| -17% | -$40.2K | ﹤0.01% | 106 |
|
2024
Q3 | $204K | Sell |
16,119
-2,467
| -13% | -$31.2K | 0.01% | 96 |
|
2024
Q2 | $249K | Sell |
18,586
-1,775
| -9% | -$23.8K | 0.01% | 87 |
|
2024
Q1 | $240K | Sell |
20,361
-967,948
| -98% | -$11.4M | 0.01% | 88 |
|
2023
Q4 | $9.57M | Sell |
988,309
-44,767
| -4% | -$433K | 0.24% | 68 |
|
2023
Q3 | $10.2M | Sell |
1,033,076
-633,250
| -38% | -$6.24M | 0.27% | 66 |
|
2023
Q2 | $14.3M | Sell |
1,666,326
-1,267
| -0.1% | -$10.9K | 0.38% | 54 |
|
2023
Q1 | $13.3M | Buy |
1,667,593
+43,857
| +3% | +$351K | 0.32% | 52 |
|
2022
Q4 | $13M | Sell |
1,623,736
-105,731
| -6% | -$848K | 0.38% | 51 |
|
2022
Q3 | $9.51M | Sell |
1,729,467
-146,589
| -8% | -$806K | 0.27% | 58 |
|
2022
Q2 | $11.1M | Sell |
1,876,056
-102,908
| -5% | -$607K | 0.28% | 55 |
|
2022
Q1 | $12.4M | Sell |
1,978,964
-39,305
| -2% | -$246K | 0.3% | 49 |
|
2021
Q4 | $13.7M | Sell |
2,018,269
-270,396
| -12% | -$1.84M | 0.3% | 55 |
|
2021
Q3 | $16M | Buy |
2,288,665
+8,329
| +0.4% | +$58.4K | 0.36% | 55 |
|
2021
Q2 | $15.7M | Buy |
2,280,336
+37,204
| +2% | +$256K | 0.32% | 58 |
|
2021
Q1 | $16.3M | Sell |
2,243,132
-103,433
| -4% | -$750K | 0.32% | 55 |
|
2020
Q4 | $14.5M | Buy |
2,346,565
+183,075
| +8% | +$1.13M | 0.27% | 58 |
|
2020
Q3 | $12.1M | Sell |
2,163,490
-80,407
| -4% | -$449K | 0.23% | 59 |
|
2020
Q2 | $12.6M | Sell |
2,243,897
-299,256
| -12% | -$1.68M | 0.23% | 59 |
|
2020
Q1 | $12.2M | Buy |
2,543,153
+589,907
| +30% | +$2.83M | 0.19% | 56 |
|
2019
Q4 | $14.5M | Sell |
1,953,246
-16,053
| -0.8% | -$119K | 0.16% | 60 |
|
2019
Q3 | $13.5M | Sell |
1,969,299
-130,789
| -6% | -$895K | 0.16% | 58 |
|
2019
Q2 | $14.8M | Buy |
2,100,088
+50,233
| +2% | +$355K | 0.16% | 58 |
|
2019
Q1 | $14.4M | Buy |
2,049,855
+240,568
| +13% | +$1.69M | 0.15% | 56 |
|
2018
Q4 | $11.8M | Sell |
1,809,287
-249,310
| -12% | -$1.62M | 0.14% | 56 |
|
2018
Q3 | $16.5M | Buy |
2,058,597
+9,896
| +0.5% | +$79.5K | 0.17% | 52 |
|
2018
Q2 | $15.9M | Buy |
2,048,701
+243,917
| +14% | +$1.9M | 0.16% | 55 |
|
2018
Q1 | $15.3M | Sell |
1,804,784
-451,917
| -20% | -$3.84M | 0.16% | 53 |
|
2017
Q4 | $19.6M | Buy |
2,256,701
+125,877
| +6% | +$1.09M | 0.21% | 50 |
|
2017
Q3 | $16.4M | Buy |
2,130,824
+781,851
| +58% | +$6.03M | 0.18% | 54 |
|
2017
Q2 | $10.6M | Buy |
1,348,973
+160,438
| +13% | +$1.26M | 0.13% | 55 |
|
2017
Q1 | $8.62M | Sell |
1,188,535
-501,276
| -30% | -$3.63M | 0.12% | 55 |
|
2016
Q4 | $12.6M | Sell |
1,689,811
-100,345
| -6% | -$746K | 0.22% | 50 |
|
2016
Q3 | $12.1M | Sell |
1,790,156
-983,989
| -35% | -$6.64M | 0.22% | 54 |
|
2016
Q2 | $15.9M | Buy |
2,774,145
+411,715
| +17% | +$2.35M | 0.34% | 47 |
|
2016
Q1 | $14.4M | Buy |
2,362,430
+256,580
| +12% | +$1.56M | 0.33% | 49 |
|
2015
Q4 | $16M | Buy |
2,105,850
+1,270
| +0.1% | +$9.64K | 0.34% | 53 |
|
2015
Q3 | $16.1M | Buy |
2,104,580
+242,560
| +13% | +$1.85M | 0.32% | 52 |
|
2015
Q2 | $16.6M | Sell |
1,862,020
-309,840
| -14% | -$2.75M | 0.41% | 48 |
|
2015
Q1 | $16.8M | Buy |
2,171,860
+340,097
| +19% | +$2.63M | 0.44% | 46 |
|
2014
Q4 | $13.3M | Sell |
1,831,763
-24,141
| -1% | -$176K | 0.39% | 44 |
|
2014
Q3 | $15.2M | Buy |
1,855,904
+79,058
| +4% | +$648K | 0.53% | 40 |
|
2014
Q2 | $14.6M | Buy |
1,776,846
+466,042
| +36% | +$3.84M | 0.6% | 41 |
|
2014
Q1 | $11.3M | Buy |
1,310,804
+416,759
| +47% | +$3.6M | 0.51% | 47 |
|
2013
Q4 | $9.38M | Buy |
894,045
+644,346
| +258% | +$6.76M | 0.53% | 45 |
|
2013
Q3 | $2.43M | Buy |
249,699
+83,830
| +51% | +$816K | 0.2% | 52 |
|
2013
Q2 | $1.53M | Buy |
+165,869
| New | +$1.53M | 0.16% | 55 |
|