Convergence Investment Partners’s Sumitomo Mitsui Financial SMFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-1,245	Closed	-$11K	–	802
2018 Q1	$11K	Buy	+1,245	New	+$11.1K	﹤0.01%	685
2015 Q3	–	Sell	-10,971	Closed	-$98K	–	407
2015 Q2	$98K	Sell	10,971 -3,299	-23%	-$28.6K	0.01%	346
2015 Q1	$110K	Buy	14,270 +751	+6%	+$5.62K	0.02%	352
2014 Q4	$98K	Sell	13,519 -2,326	-15%	-$17.7K	0.01%	345
2014 Q3	$130K	Buy	15,845 +2,954	+23%	+$24.2K	0.02%	352
2014 Q2	$109K	Sell	12,891 -6,162	-32%	-$50.8K	0.01%	360
2014 Q1	$165K	Sell	19,053 -4,460	-19%	-$41.7K	0.03%	356
2013 Q4	$247K	Sell	23,513 -3,195	-12%	-$31.8K	0.04%	333
2013 Q3	$260K	Sell	26,708 -7,310	-21%	-$69.4K	0.06%	255
2013 Q2	$314K	Buy	+34,018	New	+$304K	0.08%	256