Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
DAM
Delta Asset Management’s
Sumitomo Mitsui Financial
SMFG
Stock Holding History
Delta Asset Management’s Portfolio
SMFG Stock Details
SMFG Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2020
Q4
–
Sell
-291
Closed
-$2K
–
602
2020
Q3
$2K
Hold
291
–
–
﹤0.01%
548
2020
Q2
$2K
Hold
291
–
–
﹤0.01%
563
2020
Q1
$1K
Hold
291
–
–
﹤0.01%
602
2019
Q4
$2K
Hold
291
–
–
﹤0.01%
588
2019
Q3
$2K
Hold
291
–
–
﹤0.01%
577
2019
Q2
$2K
Hold
291
–
–
﹤0.01%
522
2019
Q1
$2K
Hold
291
–
–
﹤0.01%
518
2018
Q4
$2K
Hold
291
–
–
﹤0.01%
599
2018
Q3
$2K
Hold
291
–
–
﹤0.01%
622
2018
Q2
$2K
Hold
291
–
–
﹤0.01%
611
2018
Q1
$2K
Hold
291
–
–
﹤0.01%
609
2017
Q4
$3K
Hold
291
–
–
﹤0.01%
564
2017
Q3
$2K
Hold
291
–
–
﹤0.01%
584
2017
Q2
$2K
Hold
291
–
–
﹤0.01%
561
2017
Q1
$2K
Buy
+291
New
+$2.26K
﹤0.01%
576
Other funds holding SMFG
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
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
AG
Aperio Group
Sausalito, California
$33.8B AUM
31.46%
1-Year Est. Return
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
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
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close