DCM Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

DCM 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
2021 Q4	–	Sell	-40,000	Closed	-$280K	–	308
2021 Q3	$280K	Buy	+40,000	New	+$278K	0.11%	196

Other funds holding SMFG

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

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

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

CAC

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

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

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

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

DCM Advisors's SMFG Position: Q4 2021 in Review

DCM Advisors sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2021, closing a stake of 40,000 shares — an estimated $280K sold.

DCM Advisors first reported a position in SMFG in Q3 2021 and held it in 1 quarter. The position peaked at $280K in Q3 2021. 241 funds tracked by Wall St. Rank hold SMFG as of Q4 2021.

DCM Advisors reported no remaining Sumitomo Mitsui Financial position as of Q4 2021 after selling out during the quarter.
DCM Advisors sold 40,000 Sumitomo Mitsui Financial shares in Q4 2021, an estimated $280K.
DCM Advisors first reported a position in Sumitomo Mitsui Financial in Q3 2021 and held it in 1 quarter.
DCM Advisors's Sumitomo Mitsui Financial position peaked at $280K in Q3 2021.
241 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2021.

Based on DCM Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.