ClariVest Asset Management’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) 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 New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

ClariVest Asset Management held its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (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 Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $1.13K as of Q3 2024.
ClariVest Asset Management left its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) share count unchanged in Q3 2024.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) 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 Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2023 and has held it in 4 quarters since.
333 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) as of Q3 2024.

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