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Cowen Inc’s Sumitomo Mitsui Financial SMFG Stock Holding History

Cowen Inc’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
2019
Q2 		$24M Buy
+3,402,000
New +$24.1M 1.73% 13
2019
Q1 		– Sell
-402,000
Closed -$2.62M – 447
2018
Q4 		$2.62M Sell
402,000
-1,495,000
-79% -$11.2M 0.29% 81
2018
Q3 		$15.2M Buy
+1,897,000
New +$15M 1.39% 16

Other funds holding SMFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Cowen Inc's SMFG Position: Q2 2019 in Review

Cowen Inc opened a new position in Sumitomo Mitsui Financial (SMFG) in Q2 2019: 3,402,000 shares worth $24M. The stake represents 1.73% of the portfolio and ranks #13 among its holdings. This is a return to the name: Cowen Inc previously reported a position in SMFG as recently as Q4 2018.

Cowen Inc first reported a position in SMFG in Q3 2018 and has held it in 3 quarters since. 258 funds tracked by Wall St. Rank hold SMFG as of Q2 2019.

  • Cowen Inc held 3,402,000 shares of Sumitomo Mitsui Financial worth $24M as of Q2 2019.
  • Sumitomo Mitsui Financial was a new Cowen Inc position in Q2 2019.
  • Sumitomo Mitsui Financial made up 1.73% of Cowen Inc's portfolio in Q2 2019, its #13 holding.
  • Cowen Inc first reported a position in Sumitomo Mitsui Financial in Q3 2018 and has held it in 3 quarters since.
  • 258 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2019.

Based on Cowen Inc's 13F filing for Q2 2019, filed 14 Aug 2019.