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Eaton Vance Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Eaton Vance 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
2022
Q2 		– Sell
-44,246
Closed -$278K – 1780
2022
Q1 		$278K Sell
44,246
-540
-1% -$3.85K ﹤0.01% 1641
2021
Q4 		$304K Buy
44,786
+182
+0.4% +$1.23K ﹤0.01% 1436
2021
Q3 		$2K Sell
44,604
-1,674
-4% -$11.7K ﹤0.01% 1931
2021
Q2 		$318K Sell
46,278
-17,084
-27% -$122K ﹤0.01% 1460
2021
Q1 		$459K Sell
63,362
-216
-0.3% -$1.5K ﹤0.01% 1298
2020
Q4 		$392K Buy
63,578
+30
+0% +$176 ﹤0.01% 1265
2020
Q3 		$355K Buy
63,548
+2,036
+3% +$11.7K ﹤0.01% 1189
2020
Q2 		$346K Buy
61,512
+44,644
+265% +$241K ﹤0.01% 1165
2020
Q1 		$81K Sell
16,868
-6,069
-26% -$39.1K ﹤0.01% 1280
2019
Q4 		$170K Sell
22,937
-26,518
-54% -$191K ﹤0.01% 1292
2019
Q3 		$338K Sell
49,455
-2,293
-4% -$15.7K ﹤0.01% 1178
2019
Q2 		$365K Buy
+51,748
New +$366K ﹤0.01% 1155
2014
Q4 		– Sell
-114,776
Closed -$942K – 934
2014
Q3 		$942K Sell
114,776
-3,162
-3% -$25.9K ﹤0.01% 658
2014
Q2 		$999K Sell
117,938
-2,373
-2% -$19.5K ﹤0.01% 660
2014
Q1 		$1.04M Sell
120,311
-11,531
-9% -$108K ﹤0.01% 640
2013
Q4 		$1.38M Sell
131,842
-12,667
-9% -$126K ﹤0.01% 590
2013
Q3 		$1.41M Sell
144,509
-6,562
-4% -$62.3K ﹤0.01% 551
2013
Q2 		$1.39M Buy
+151,071
New +$1.35M ﹤0.01% 541

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIM
Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Eaton Vance Management's SMFG Position: Q2 2022 in Review

Eaton Vance Management sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2022, closing a stake of 44,246 shares — an estimated $278K sold.

Eaton Vance Management first reported a position in SMFG in Q2 2013 and held it in 18 quarters. The position peaked at $1.41M in Q3 2013. 243 funds tracked by Wall St. Rank hold SMFG as of Q2 2022.

  • Eaton Vance Management reported no remaining Sumitomo Mitsui Financial position as of Q2 2022 after selling out during the quarter.
  • Eaton Vance Management sold 44,246 Sumitomo Mitsui Financial shares in Q2 2022, an estimated $278K.
  • Eaton Vance Management first reported a position in Sumitomo Mitsui Financial in Q2 2013 and held it in 18 quarters.
  • Eaton Vance Management's Sumitomo Mitsui Financial position peaked at $1.41M in Q3 2013.
  • 243 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2022.

Based on Eaton Vance Management's 13F filing for Q2 2022, filed 15 Aug 2022.