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Credit Suisse’s Sumitomo Mitsui Financial SMFG Stock Holding History

Credit Suisse’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 		– Sell
-2,894
Closed -$17K – 4261
2022
Q2 		$17K Sell
2,894
-151,902
-98% -$918K ﹤0.01% 3698
2022
Q1 		$971K Buy
154,796
+60,638
+64% +$432K ﹤0.01% 2573
2021
Q4 		$639K Buy
+94,158
New +$638K ﹤0.01% 3646
2020
Q3 		– Sell
-254,860
Closed -$1.43M – 4120
2020
Q2 		$1.43M Sell
254,860
-821,145
-76% -$4.44M ﹤0.01% 2650
2020
Q1 		$5.15M Buy
1,076,005
+873,555
+431% +$5.63M ﹤0.01% 1531
2019
Q4 		$1.5M Buy
+202,450
New +$1.46M ﹤0.01% 2840
2019
Q1 		– Sell
-366,948
Closed -$2.39M – 4127
2018
Q4 		$2.39M Buy
366,948
+286,508
+356% +$2.14M ﹤0.01% 2094
2018
Q3 		$646K Buy
+80,440
New +$636K ﹤0.01% 3151
2017
Q1 		– Sell
-98,060
Closed -$749K – 4035
2016
Q4 		$749K Sell
98,060
-171,565
-64% -$1.25M ﹤0.01% 3230
2016
Q3 		$1.82M Sell
269,625
-1,561,733
-85% -$10.1M ﹤0.01% 2450
2016
Q2 		$10.5M Buy
1,831,358
+504,069
+38% +$3.08M 0.01% 1120
2016
Q1 		$7.98M Buy
1,327,289
+1,299,458
+4,669% +$8.1M 0.01% 1245
2015
Q4 		$212K Buy
+27,831
New +$219K ﹤0.01% 3859
2015
Q3 		– Sell
-321,579
Closed -$2.86M – 4449
2015
Q2 		$2.86M Buy
321,579
+112,806
+54% +$979K ﹤0.01% 2251
2015
Q1 		$1.62M Buy
208,773
+8,483
+4% +$63.4K ﹤0.01% 2572
2014
Q4 		$1.46M Buy
200,290
+97,469
+95% +$740K ﹤0.01% 2824
2014
Q3 		$843K Buy
102,821
+82,997
+419% +$680K ﹤0.01% 3211
2014
Q2 		$168K Sell
19,824
-2,775
-12% -$22.9K ﹤0.01% 4421
2014
Q1 		$195K Sell
22,599
-112,222
-83% -$1.05M ﹤0.01% 4361
2013
Q4 		$1.41M Buy
134,821
+45,589
+51% +$453K ﹤0.01% 2983
2013
Q3 		$868K Buy
89,232
+58,624
+192% +$556K ﹤0.01% 3075
2013
Q2 		$282K Buy
+30,608
New +$273K ﹤0.01% 3662

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

Credit Suisse's SMFG Position: Q3 2022 in Review

Credit Suisse sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2022, closing a stake of 2,894 shares — an estimated $17K sold.

Credit Suisse first reported a position in SMFG in Q2 2013 and held it in 22 quarters. The position peaked at $10.5M in Q2 2016. 243 funds tracked by Wall St. Rank hold SMFG as of Q3 2022.

  • Credit Suisse reported no remaining Sumitomo Mitsui Financial position as of Q3 2022 after selling out during the quarter.
  • Credit Suisse sold 2,894 Sumitomo Mitsui Financial shares in Q3 2022, an estimated $17K.
  • Credit Suisse first reported a position in Sumitomo Mitsui Financial in Q2 2013 and held it in 22 quarters.
  • Credit Suisse's Sumitomo Mitsui Financial position peaked at $10.5M in Q2 2016.
  • 243 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2022.

Based on Credit Suisse's 13F filing for Q3 2022, filed 10 Nov 2022.