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

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 $66.1B AUM 33.53% 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 $1.15T AUM 47.82% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CAC

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Delta Asset Management's SMFG Position: Q4 2020 in Review

Delta Asset Management sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2020, closing a stake of 291 shares — an estimated $2K sold.

Delta Asset Management first reported a position in SMFG in Q1 2017 and held it in 15 quarters. The position peaked at $3K in Q4 2017. 222 funds tracked by Wall St. Rank hold SMFG as of Q4 2020.

Delta Asset Management reported no remaining Sumitomo Mitsui Financial position as of Q4 2020 after selling out during the quarter.
Delta Asset Management sold 291 Sumitomo Mitsui Financial shares in Q4 2020, an estimated $2K.
Delta Asset Management first reported a position in Sumitomo Mitsui Financial in Q1 2017 and held it in 15 quarters.
Delta Asset Management's Sumitomo Mitsui Financial position peaked at $3K in Q4 2017.
222 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2020.

Based on Delta Asset Management's 13F filing for Q4 2020, filed 2 Feb 2021.