Community Bank’s Sumitomo Mitsui Financial SMFG Stock Holding History

Community Bank’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
2022 Q4	–	Sell	-705	Closed	-$4K	–	664
2022 Q3	$4K	Buy	+705	New	+$4.25K	﹤0.01%	465

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CAC

Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return

Community Bank's SMFG Position: Q4 2022 in Review

Community Bank sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2022, closing a stake of 705 shares — an estimated $4K sold.

Community Bank first reported a position in SMFG in Q3 2022 and held it in 1 quarter. The position peaked at $4K in Q3 2022. 259 funds tracked by Wall St. Rank hold SMFG as of Q4 2022.

Community Bank reported no remaining Sumitomo Mitsui Financial position as of Q4 2022 after selling out during the quarter.
Community Bank sold 705 Sumitomo Mitsui Financial shares in Q4 2022, an estimated $4K.
Community Bank first reported a position in Sumitomo Mitsui Financial in Q3 2022 and held it in 1 quarter.
Community Bank's Sumitomo Mitsui Financial position peaked at $4K in Q3 2022.
259 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2022.

Based on Community Bank's 13F filing for Q4 2022, filed 31 Jan 2023.