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DC Investments Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

DC Investments Management’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
2021
Q1 		– Sell
-23,398
Closed -$144K – 72
2020
Q4 		$144K Sell
23,398
-15,040
-39% -$88.2K 0.36% 52
2020
Q3 		$215K Sell
38,438
-13,290
-26% -$76.2K 0.23% 65
2020
Q2 		$291K Sell
51,728
-17,084
-25% -$92.3K 0.11% 230
2020
Q1 		$330K Buy
68,812
+27,828
+68% +$179K 0.27% 154
2019
Q4 		$304K Buy
40,984
+15,040
+58% +$108K 0.23% 195
2019
Q3 		$177K Buy
25,944
+8,860
+52% +$60.5K 0.1% 302
2019
Q2 		$121K Buy
+17,084
New +$121K 0.07% 323
2018
Q4 		– Sell
-12,722
Closed -$102K – 302
2018
Q3 		$102K Buy
+12,722
New +$101K 0.07% 273

Other funds holding SMFG

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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return