Dana Investment Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Dana Investment 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
2024 Q1	–	Sell	-23,702	Closed	-$229K	–	558
2023 Q4	$229K	Buy	23,702 +3,183	+16%	+$30.9K	0.01%	399
2023 Q3	$202K	Buy	+20,519	New	+$190K	0.01%	399
2023 Q1	–	Sell	-13,469	Closed	-$108K	–	418
2022 Q4	$108K	Hold	13,469	–	–	0.01%	396
2022 Q3	$74K	Sell	13,469 -1,471	-10%	-$8.87K	﹤0.01%	395
2022 Q2	$88K	Hold	14,940	–	–	﹤0.01%	408
2022 Q1	$94K	Hold	14,940	–	–	﹤0.01%	339
2021 Q4	$101K	Buy	14,940 +1,525	+11%	+$10.3K	﹤0.01%	327
2021 Q3	$94K	Buy	13,415 +78	+0.6%	+$543	﹤0.01%	315
2021 Q2	$92K	Sell	13,337 -1,546	-10%	-$11.1K	﹤0.01%	316
2021 Q1	$108K	Buy	+14,883	New	+$104K	0.01%	314

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

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

CCMG

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

CIM

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

Dana Investment Advisors's SMFG Position: Q1 2024 in Review

Dana Investment Advisors sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2024, closing a stake of 23,702 shares — an estimated $229K sold.

Dana Investment Advisors first reported a position in SMFG in Q1 2021 and held it in 10 quarters. The position peaked at $229K in Q4 2023. 310 funds tracked by Wall St. Rank hold SMFG as of Q1 2024.

Dana Investment Advisors reported no remaining Sumitomo Mitsui Financial position as of Q1 2024 after selling out during the quarter.
Dana Investment Advisors sold 23,702 Sumitomo Mitsui Financial shares in Q1 2024, an estimated $229K.
Dana Investment Advisors first reported a position in Sumitomo Mitsui Financial in Q1 2021 and held it in 10 quarters.
Dana Investment Advisors's Sumitomo Mitsui Financial position peaked at $229K in Q4 2023.
310 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2024.

Based on Dana Investment Advisors's 13F filing for Q1 2024, filed 15 May 2024.