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Connective Portfolio Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Connective Portfolio 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
2023
Q1 		– Sell
-220,000
Closed -$1.76M – 47
2022
Q4 		$1.76M Buy
+220,000
New +$1.4M 3.76% 5

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIM
Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Connective Portfolio Management's SMFG Position: Q1 2023 in Review

Connective Portfolio Management sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2023, closing a stake of 220,000 shares — an estimated $1.76M sold.

Connective Portfolio Management first reported a position in SMFG in Q4 2022 and held it in 1 quarter. The position peaked at $1.76M in Q4 2022. 265 funds tracked by Wall St. Rank hold SMFG as of Q1 2023.

  • Connective Portfolio Management reported no remaining Sumitomo Mitsui Financial position as of Q1 2023 after selling out during the quarter.
  • Connective Portfolio Management sold 220,000 Sumitomo Mitsui Financial shares in Q1 2023, an estimated $1.76M.
  • Connective Portfolio Management first reported a position in Sumitomo Mitsui Financial in Q4 2022 and held it in 1 quarter.
  • Connective Portfolio Management's Sumitomo Mitsui Financial position peaked at $1.76M in Q4 2022.
  • 265 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2023.

Based on Connective Portfolio Management's 13F filing for Q1 2023, filed 17 Apr 2023.