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Corient Capital Partners’s Sumitomo Mitsui Financial SMFG Stock Holding History

Corient Capital Partners’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
Q3 		$318K Hold
53,904
– – 0.02% 443
2022
Q2 		$318K Buy
53,904
+2,975
+6% +$18K 0.02% 456
2022
Q1 		$319K Buy
50,929
+2,709
+6% +$19.3K 0.02% 515
2021
Q4 		$327K Sell
48,220
-2,213
-4% -$15K 0.02% 488
2021
Q3 		$354K Buy
50,433
+8,415
+20% +$58.6K 0.03% 451
2021
Q2 		$290K Buy
42,018
+20,133
+92% +$144K 0.02% 493
2021
Q1 		$159K Buy
21,885
+3,884
+22% +$27.1K 0.01% 584
2020
Q4 		$111K Sell
18,001
-30,095
-63% -$177K 0.01% 510
2020
Q3 		$269K Buy
48,096
+159
+0.3% +$911 0.03% 362
2020
Q2 		$269K Buy
47,937
+13,528
+39% +$73.1K 0.03% 365
2020
Q1 		$165K Sell
34,409
-7,044
-17% -$45.4K 0.03% 359
2019
Q4 		$307K Buy
41,453
+3,535
+9% +$25.4K 0.04% 353
2019
Q3 		$259K Buy
37,918
+6,300
+20% +$43K 0.04% 368
2019
Q2 		$223K Buy
31,618
+5,784
+22% +$40.9K 0.03% 352
2019
Q1 		$182K Buy
+25,834
New +$185K 0.03% 329

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
Lazard Asset Management
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Corient Capital Partners's SMFG Position: Q3 2022 in Review

Corient Capital Partners held its Sumitomo Mitsui Financial (SMFG) position steady in Q3 2022 at 53,904 shares worth $318K. The position accounts for 0.02% of the portfolio, ranked #443.

Corient Capital Partners first reported a position in SMFG in Q1 2019 and has held it in 15 quarters since. The position peaked at $354K in Q3 2021. 243 funds tracked by Wall St. Rank hold SMFG as of Q3 2022.

  • Corient Capital Partners held 53,904 shares of Sumitomo Mitsui Financial worth $318K as of Q3 2022.
  • Corient Capital Partners left its Sumitomo Mitsui Financial share count unchanged in Q3 2022.
  • Sumitomo Mitsui Financial made up 0.02% of Corient Capital Partners's portfolio in Q3 2022, its #443 holding.
  • Corient Capital Partners first reported a position in Sumitomo Mitsui Financial in Q1 2019 and has held it in 15 quarters since.
  • Corient Capital Partners's Sumitomo Mitsui Financial position peaked at $354K in Q3 2021.
  • 243 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2022.

Based on Corient Capital Partners's 13F filing for Q3 2022, filed 14 Nov 2022.