Crescent Grove Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Crescent Grove Advisors’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 Q2	–	Sell	-39,845	Closed	-$250K	–	292
2022 Q1	$250K	Sell	39,845 -30,455	-43%	-$217K	0.02%	253
2021 Q4	$477K	Buy	70,300 +300	+0.4%	+$2.03K	0.04%	171
2021 Q3	$491K	Buy	70,000 +470	+0.7%	+$3.27K	0.05%	156
2021 Q2	$481K	Buy	69,530 +55,906	+410%	+$401K	0.05%	153
2021 Q1	$99K	Buy	+13,624	New	+$94.9K	0.01%	209

Other funds holding SMFG

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

CIM

Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

CAC

Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Crescent Grove Advisors's SMFG Position: Q2 2022 in Review

Crescent Grove Advisors sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2022, closing a stake of 39,845 shares — an estimated $250K sold.

Crescent Grove Advisors first reported a position in SMFG in Q1 2021 and held it in 5 quarters. The position peaked at $491K in Q3 2021. 243 funds tracked by Wall St. Rank hold SMFG as of Q2 2022.

Crescent Grove Advisors reported no remaining Sumitomo Mitsui Financial position as of Q2 2022 after selling out during the quarter.
Crescent Grove Advisors sold 39,845 Sumitomo Mitsui Financial shares in Q2 2022, an estimated $250K.
Crescent Grove Advisors first reported a position in Sumitomo Mitsui Financial in Q1 2021 and held it in 5 quarters.
Crescent Grove Advisors's Sumitomo Mitsui Financial position peaked at $491K in Q3 2021.
243 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2022.

Based on Crescent Grove Advisors's 13F filing for Q2 2022, filed 20 Jul 2022.