Edmond de Rothschild Holding’s Sumitomo Mitsui Financial SMFG Stock Holding History

Edmond de Rothschild Holding’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 Q3	–	Sell	-57,500	Closed	-$323K	–	653
2020 Q2	$323K	Hold	57,500	–	–	0.01%	319
2020 Q1	$275K	Buy	57,500 +7,500	+15%	+$48.3K	0.01%	313
2019 Q4	$371K	Hold	50,000	–	–	0.01%	312
2019 Q3	$344K	Hold	50,000	–	–	0.01%	331
2019 Q2	$353K	Hold	50,000	–	–	0.01%	326
2019 Q1	$352K	Hold	50,000	–	–	0.01%	319
2018 Q4	$326K	Hold	50,000	–	–	0.01%	341
2018 Q3	$402K	Buy	50,000 +9,000	+22%	+$71.1K	0.01%	363
2018 Q2	$319K	Buy	41,000 +20,400	+99%	+$169K	0.01%	390
2018 Q1	$174K	Buy	+20,600	New	+$184K	0.01%	493

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

CAC

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

Edmond de Rothschild Holding's SMFG Position: Q3 2020 in Review

Edmond de Rothschild Holding sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2020, closing a stake of 57,500 shares — an estimated $323K sold.

Edmond de Rothschild Holding first reported a position in SMFG in Q1 2018 and held it in 10 quarters. The position peaked at $402K in Q3 2018. 201 funds tracked by Wall St. Rank hold SMFG as of Q3 2020.

Edmond de Rothschild Holding reported no remaining Sumitomo Mitsui Financial position as of Q3 2020 after selling out during the quarter.
Edmond de Rothschild Holding sold 57,500 Sumitomo Mitsui Financial shares in Q3 2020, an estimated $323K.
Edmond de Rothschild Holding first reported a position in Sumitomo Mitsui Financial in Q1 2018 and held it in 10 quarters.
Edmond de Rothschild Holding's Sumitomo Mitsui Financial position peaked at $402K in Q3 2018.
201 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2020.

Based on Edmond de Rothschild Holding's 13F filing for Q3 2020, filed 12 Nov 2020.