DGS Capital Management’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

DGS Capital 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
2024 Q3	–	Sell	-11,501	Closed	-$154K	–	332
2024 Q2	$154K	Buy	+11,501	New	+$139K	0.04%	277
2022 Q1	–	Sell	-11,935	Closed	-$81K	–	212
2021 Q4	$81K	Buy	+11,935	New	+$80.8K	0.05%	170

Other funds holding SMFG

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DGS Capital Management's SMFG Position: Q3 2024 in Review

DGS Capital Management sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q3 2024, closing a stake of 11,501 shares — an estimated $154K sold.

DGS Capital Management first reported a position in SMFG in Q4 2021 and held it in 2 quarters. The position peaked at $154K in Q2 2024. 333 funds tracked by Wall St. Rank hold SMFG as of Q3 2024.

DGS Capital Management reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q3 2024 after selling out during the quarter.
DGS Capital Management sold 11,501 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q3 2024, an estimated $154K.
DGS Capital Management first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2021 and held it in 2 quarters.
DGS Capital Management's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $154K in Q2 2024.
333 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) as of Q3 2024.

Based on DGS Capital Management's 13F filing for Q3 2024, filed 10 Dec 2024.