Concourse Financial Group Securities’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

Concourse Financial Group Securities’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 Q1	–	Sell	-169	Closed	-$1.81K	–	2357
2023 Q4	$1.64K	Sell	169 -227	-57%	-$2.2K	﹤0.01%	2049
2023 Q3	$3.9K	Sell	396 -31	-7%	-$287	﹤0.01%	1880
2023 Q2	$3.67K	Buy	427 +95	+29%	+$785	﹤0.01%	1904
2023 Q1	$2.66K	Hold	332	–	–	﹤0.01%	2005
2022 Q4	$2.66K	Sell	332 -29	-8%	-$185	﹤0.01%	1990
2022 Q3	$2K	Buy	+361	New	+$2.18K	﹤0.01%	1824
2021 Q4	–	Sell	-423	Closed	-$2.87K	–	2468
2021 Q3	$3K	Buy	+423	New	+$2.94K	﹤0.01%	2195
2020 Q2	–	Sell	-2,278	Closed	-$12.3K	–	2240
2020 Q1	$11K	Buy	2,278 +2,088	+1,099%	+$13.4K	﹤0.01%	1435
2019 Q4	$1K	Buy	+190	New	+$1.37K	﹤0.01%	2008
2019 Q3	–	Sell	-3,887	Closed	-$26.6K	–	2106
2019 Q2	$27K	Sell	3,887 -270	-6%	-$1.91K	﹤0.01%	1134
2019 Q1	$29K	Sell	4,157 -1,565	-27%	-$11.2K	﹤0.01%	1103
2018 Q4	$37K	Buy	5,722 +404	+8%	+$3.02K	﹤0.01%	917
2018 Q3	$43K	Buy	+5,318	New	+$42K	0.01%	625

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

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

CCMG

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

CIM

Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 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

Concourse Financial Group Securities's SMFG Position: Q1 2024 in Review

Concourse Financial Group Securities sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q1 2024, closing a stake of 169 shares — an estimated $1.81K sold.

Concourse Financial Group Securities first reported a position in SMFG in Q3 2018 and held it in 13 quarters. The position peaked at $43K in Q3 2018. 311 funds tracked by Wall St. Rank hold SMFG as of Q1 2024.

Concourse Financial Group Securities reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q1 2024 after selling out during the quarter.
Concourse Financial Group Securities sold 169 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q1 2024, an estimated $1.81K.
Concourse Financial Group Securities first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q3 2018 and held it in 13 quarters.
Concourse Financial Group Securities's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $43K in Q3 2018.
311 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 Q1 2024.

Based on Concourse Financial Group Securities's 13F filing for Q1 2024, filed 1 May 2024.