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CCA
Column Capital Advisors’s
Sumitomo Mitsui Financial
SMFG
Stock Holding History
Column Capital Advisors’s Portfolio
SMFG Stock Details
SMFG Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q3
$21.6K
Buy
2,192
+598
+38%
+$5.53K
﹤0.01%
422
2023
Q2
$13.7K
Hold
1,594
–
–
﹤0.01%
482
2023
Q1
$12.8K
Sell
1,594
-884
-36%
-$7.48K
﹤0.01%
509
2022
Q4
$19.9K
Hold
2,478
–
–
﹤0.01%
420
2022
Q3
$14K
Hold
2,478
–
–
﹤0.01%
426
2022
Q2
$15K
Hold
2,478
–
–
﹤0.01%
424
2022
Q1
$16K
Hold
2,478
–
–
﹤0.01%
433
2021
Q4
$17K
Hold
2,478
–
–
﹤0.01%
441
2021
Q3
$17K
Hold
2,478
–
–
﹤0.01%
405
2021
Q2
$17K
Sell
2,478
-104
-4%
-$746
﹤0.01%
406
2021
Q1
$19K
Hold
2,582
–
–
﹤0.01%
382
2020
Q4
$16K
Hold
2,582
–
–
﹤0.01%
405
2020
Q3
$14K
Hold
2,582
–
–
﹤0.01%
400
2020
Q2
$14K
Sell
2,582
-1,015
-28%
-$5.48K
﹤0.01%
428
2020
Q1
$17K
Buy
3,597
+1,119
+45%
+$7.21K
0.01%
333
2019
Q4
$18K
Buy
+2,478
New
+$17.8K
0.01%
381
Other funds holding SMFG
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
Lazard Asset Management
New York
$60.8B AUM
22.47%
1-Year Est. Return
CIM
Cowen Investment Management
New York
$12M AUM
1.47%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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