ClearBridge Investments
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ClearBridge Investments’s Sumitomo Mitsui Financial SMFG Stock Holding History

ClearBridge Investments’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
2020
Q1 		– Sell
-1,679
Closed -$13K – 1096
2019
Q4 		$13K Hold
1,679
– – ﹤0.01% 994
2019
Q3 		$11K Hold
1,679
– – ﹤0.01% 989
2019
Q2 		$12K Sell
1,679
-1,313,550
-100% -$9.3M ﹤0.01% 988
2019
Q1 		$9.25M Buy
1,315,229
+35,327
+3% +$253K 0.01% 540
2018
Q4 		$8.33M Buy
1,279,902
+39,532
+3% +$295K 0.01% 546
2018
Q3 		$9.96M Sell
1,240,370
-123,236
-9% -$974K 0.01% 545
2018
Q2 		$10.6M Buy
1,363,606
+106,090
+8% +$881K 0.01% 478
2018
Q1 		$10.7M Buy
1,257,516
+61,330
+5% +$548K 0.01% 464
2017
Q4 		$10.4M Buy
1,196,186
+5,539
+0.5% +$44.9K 0.01% 474
2017
Q3 		$9.18M Buy
1,190,647
+5,059
+0.4% +$38.6K 0.01% 487
2017
Q2 		$9.32M Buy
1,185,588
+17,854
+2% +$133K 0.01% 482
2017
Q1 		$8.47M Buy
1,167,734
+9,525
+0.8% +$74K 0.01% 494
2016
Q4 		$8.85M Sell
1,158,209
-94,309
-8% -$685K 0.01% 486
2016
Q3 		$8.45M Sell
1,252,518
-105,285
-8% -$683K 0.01% 488
2016
Q2 		$7.77M Sell
1,357,803
-19,839
-1% -$121K 0.01% 497
2016
Q1 		$8.28M Sell
1,377,642
-1,699,662
-55% -$10.6M 0.01% 493
2015
Q4 		$23.4M Buy
3,077,304
+927
+0% +$7.3K 0.03% 387
2015
Q3 		$23.5M Buy
3,076,377
+154,488
+5% +$1.3M 0.03% 388
2015
Q2 		$26M Buy
2,921,889
+188,703
+7% +$1.64M 0.03% 398
2015
Q1 		$21.2M Buy
2,733,186
+374,815
+16% +$2.8M 0.02% 422
2014
Q4 		$17.2M Sell
2,358,371
-148,805
-6% -$1.13M 0.02% 455
2014
Q3 		$20.6M Sell
2,507,176
-16,603
-0.7% -$136K 0.02% 438
2014
Q2 		$21.4M Buy
2,523,779
+43,038
+2% +$355K 0.02% 437
2014
Q1 		$21.5M Buy
2,480,741
+52,694
+2% +$493K 0.03% 435
2013
Q4 		$25.5M Buy
2,428,047
+354,265
+17% +$3.52M 0.03% 393
2013
Q3 		$20.2M Buy
2,073,782
+1,319,808
+175% +$12.5M 0.03% 409
2013
Q2 		$6.95M Buy
+753,974
New +$6.73M 0.01% 529

Other funds holding SMFG

Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
CIM
Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

ClearBridge Investments's SMFG Position: Q1 2020 in Review

ClearBridge Investments sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2020, closing a stake of 1,679 shares — an estimated $13K sold.

ClearBridge Investments first reported a position in SMFG in Q2 2013 and held it in 27 quarters. The position peaked at $26M in Q2 2015. 219 funds tracked by Wall St. Rank hold SMFG as of Q1 2020.

  • ClearBridge Investments reported no remaining Sumitomo Mitsui Financial position as of Q1 2020 after selling out during the quarter.
  • ClearBridge Investments sold 1,679 Sumitomo Mitsui Financial shares in Q1 2020, an estimated $13K.
  • ClearBridge Investments first reported a position in Sumitomo Mitsui Financial in Q2 2013 and held it in 27 quarters.
  • ClearBridge Investments's Sumitomo Mitsui Financial position peaked at $26M in Q2 2015.
  • 219 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2020.

Based on ClearBridge Investments's 13F filing for Q1 2020, filed 15 May 2020.