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Davenport & Co’s Sumitomo Mitsui Financial SMFG Stock Holding History

Davenport & Co’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
2023
Q4 		– Sell
-29,492
Closed -$290K – 1109
2023
Q3 		$290K Buy
29,492
+5,615
+24% +$51.9K ﹤0.01% 888
2023
Q2 		$205K Sell
23,877
-267
-1% -$2.21K ﹤0.01% 997
2023
Q1 		$193K Sell
24,144
-2,110
-8% -$17.9K ﹤0.01% 990
2022
Q4 		$211K Buy
26,254
+2,588
+11% +$16.5K ﹤0.01% 932
2022
Q3 		$130K Sell
23,666
-2,190
-8% -$13.2K ﹤0.01% 950
2022
Q2 		$153K Sell
25,856
-824
-3% -$4.98K ﹤0.01% 936
2022
Q1 		$167K Buy
26,680
+9,996
+60% +$71.2K ﹤0.01% 1007
2021
Q4 		$113K Buy
+16,684
New +$113K ﹤0.01% 1050

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
CIM
Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return