Corient Capital Partners’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) 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 New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

CIM

Cowen Investment Management New York $12M AUM 1.47% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Corient Capital Partners held its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (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 Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $318K as of Q3 2022.
Corient Capital Partners left its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) share count unchanged in Q3 2022.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) 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 Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q1 2019 and has held it in 15 quarters since.
Corient Capital Partners's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $354K in Q3 2021.
243 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 Q3 2022.

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