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ClariVest Asset Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

ClariVest Asset Management’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
2024
Q3 		$1.13K Hold
87
– – ﹤0.01% 602
2024
Q2 		$1.13K Hold
87
– – ﹤0.01% 602
2024
Q1 		$1.03K Hold
87
– – ﹤0.01% 655
2023
Q4 		$838 Buy
+87
New +$843 ﹤0.01% 705

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 $6.73T AUM 46.02% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ClariVest Asset Management's SMFG Position: Q3 2024 in Review

ClariVest Asset Management held its Sumitomo Mitsui Financial (SMFG) position steady in Q3 2024 at 87 shares worth $1.13K. The position accounts for ﹤0.01% of the portfolio, ranked #602.

ClariVest Asset Management first reported a position in SMFG in Q4 2023 and has held it in 4 quarters since. 333 funds tracked by Wall St. Rank hold SMFG as of Q3 2024.

  • ClariVest Asset Management held 87 shares of Sumitomo Mitsui Financial worth $1.13K as of Q3 2024.
  • ClariVest Asset Management left its Sumitomo Mitsui Financial share count unchanged in Q3 2024.
  • Sumitomo Mitsui Financial made up ﹤0.01% of ClariVest Asset Management's portfolio in Q3 2024, its #602 holding.
  • ClariVest Asset Management first reported a position in Sumitomo Mitsui Financial in Q4 2023 and has held it in 4 quarters since.
  • 333 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2024.

Based on ClariVest Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.