Cowen and Company’s Sumitomo Mitsui Financial SMFG Stock Holding History

Cowen and Company’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 Q4	–	Sell	-1,560,230	Closed	-$19.7M	–	265
2024 Q3	$19.7M	Sell	1,560,230 -1,240,500	-44%	-$16.4M	0.66%	23
2024 Q2	$37.6M	Hold	2,800,730	–	–	1.03%	17
2024 Q1	$33M	Buy	+2,800,730	New	+$30M	1.28%	12
2023 Q3	–	Sell	-2,800,730	Closed	-$24.1M	–	676
2023 Q2	$24.1M	Hold	2,800,730	–	–	2%	12
2023 Q1	$22.4M	Sell	2,800,730 -570,000	-17%	-$4.82M	2.63%	8
2022 Q4	$27M	Sell	3,370,730 -306,375	-8%	-$1.95M	2.83%	10
2022 Q3	$20.2M	Sell	3,677,105 -1,999,500	-35%	-$12.1M	1.93%	16
2022 Q2	$33.5M	Hold	5,676,605	–	–	3.23%	7
2022 Q1	$35.6M	Sell	5,676,605 -300,000	-5%	-$2.14M	3.43%	6
2021 Q4	$40.6M	Hold	5,976,605	–	–	3.68%	4
2021 Q3	$41.9M	Sell	5,976,605 -60,000	-1%	-$418K	1.99%	13
2021 Q2	$41.6M	Sell	6,036,605 -305,000	-5%	-$2.19M	2.17%	11
2021 Q1	$46M	Sell	6,341,605 -60,000	-0.9%	-$418K	3.16%	7
2020 Q4	$39.5M	Hold	6,401,605	–	–	3.53%	6
2020 Q3	$35.8M	Hold	6,401,605	–	–	5.84%	3
2020 Q2	$36M	Hold	6,401,605	–	–	5.98%	3
2020 Q1	$30.7M	Sell	6,401,605 -3,450,000	-35%	-$22.2M	7.04%	2
2019 Q4	$73M	Sell	9,851,605 -400,000	-4%	-$2.88M	6.34%	4
2019 Q3	$70.1M	Buy	+10,251,605	New	+$70M	17.79%	1

Other funds holding SMFG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cowen and Company's SMFG Position: Q4 2024 in Review

Cowen and Company sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2024, closing a stake of 1,560,230 shares — an estimated $19.7M sold.

Cowen and Company first reported a position in SMFG in Q3 2019 and held it in 19 quarters. The position peaked at $73M in Q4 2019. 347 funds tracked by Wall St. Rank hold SMFG as of Q4 2024.

Cowen and Company reported no remaining Sumitomo Mitsui Financial position as of Q4 2024 after selling out during the quarter.
Cowen and Company sold 1,560,230 Sumitomo Mitsui Financial shares in Q4 2024, an estimated $19.7M.
Cowen and Company first reported a position in Sumitomo Mitsui Financial in Q3 2019 and held it in 19 quarters.
Cowen and Company's Sumitomo Mitsui Financial position peaked at $73M in Q4 2019.
347 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2024.

Based on Cowen and Company's 13F filing for Q4 2024.