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Enterprise Financial Services Corp (EFSC)’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
2021
Q4 		– Sell
-693
Closed -$5K – 448
2021
Q3 		$5K Sell
693
-5,630
-89% -$39.2K ﹤0.01% 339
2021
Q2 		$44K Sell
6,323
-130
-2% -$932 0.01% 416
2021
Q1 		$46K Buy
6,453
+800
+14% +$5.57K 0.01% 421
2020
Q4 		$35K Sell
5,653
-200
-3% -$1.17K 0.01% 453
2020
Q3 		$33K Buy
5,853
+155
+3% +$888 0.01% 459
2020
Q2 		$32K Buy
5,698
+3,100
+119% +$16.7K 0.01% 455
2020
Q1 		$12K Sell
2,598
-2,060
-44% -$13.3K ﹤0.01% 605
2019
Q4 		$34K Buy
4,658
+220
+5% +$1.58K 0.01% 481
2019
Q3 		$30K Sell
4,438
-1,840
-29% -$12.6K 0.01% 483
2019
Q2 		$43K Buy
6,278
+510
+9% +$3.61K 0.01% 439
2019
Q1 		$41K Buy
5,768
+688
+14% +$4.92K 0.01% 447
2018
Q4 		$33K Sell
5,080
-315
-6% -$2.35K 0.02% 300
2018
Q3 		$43K Buy
5,395
+200
+4% +$1.58K 0.02% 305
2018
Q2 		$40K Sell
5,195
-500
-9% -$4.15K 0.02% 332
2018
Q1 		$48K Buy
5,695
+1,215
+27% +$10.9K 0.02% 297
2017
Q4 		$39K Hold
4,480
– – 0.02% 329
2017
Q3 		$35K Hold
4,480
– – 0.02% 340
2017
Q2 		$35K Sell
4,480
-655
-13% -$4.87K 0.02% 343
2017
Q1 		$37K Hold
5,135
– – 0.02% 332
2016
Q4 		$39K Sell
5,135
-644
-11% -$4.68K 0.02% 316
2016
Q3 		$39K Buy
5,779
+589
+11% +$3.82K 0.02% 295
2016
Q2 		$30K Buy
5,190
+1,000
+24% +$6.11K 0.02% 323
2016
Q1 		$25K Sell
4,190
-1,680
-29% -$10.5K 0.02% 352
2015
Q4 		$45K Hold
5,870
– – 0.03% 268
2015
Q3 		$45K Buy
5,870
+535
+10% +$4.5K 0.03% 258
2015
Q2 		$47K Hold
5,335
– – 0.03% 255
2015
Q1 		$41K Buy
5,335
+1,800
+51% +$13.5K 0.02% 286
2014
Q4 		$26K Sell
3,535
-190
-5% -$1.44K 0.02% 375
2014
Q3 		$31K Hold
3,725
– – 0.02% 336
2014
Q2 		$32K Hold
3,725
– – 0.02% 348
2014
Q1 		$32K Hold
3,725
– – 0.02% 333
2013
Q4 		$39K Hold
3,725
– – 0.02% 287
2013
Q3 		$36K Hold
3,725
– – 0.02% 278
2013
Q2 		$34K Buy
+3,725
New +$33.3K 0.02% 245

Other funds holding SMFG

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CIM
Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s SMFG Position: Q4 2021 in Review

Enterprise Financial Services Corp (EFSC) sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q4 2021, closing a stake of 693 shares — an estimated $5K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in SMFG in Q2 2013 and held it in 34 quarters. The position peaked at $48K in Q1 2018. 241 funds tracked by Wall St. Rank hold SMFG as of Q4 2021.

  • Enterprise Financial Services Corp (EFSC) reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q4 2021 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 693 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q4 2021, an estimated $5K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q2 2013 and held it in 34 quarters.
  • Enterprise Financial Services Corp (EFSC)'s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $48K in Q1 2018.
  • 241 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 Q4 2021.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q4 2021, filed 14 Feb 2022.