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

Enterprise Trust & Investment’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	$6K	Buy	+1,078	New	+$6.51K	﹤0.01%	257
2021 Q4	–	Sell	-2,062	Closed	-$14K	–	227
2021 Q3	$14K	Hold	2,062	–	–	0.01%	185
2021 Q2	$14K	Hold	2,062	–	–	0.01%	176
2021 Q1	$15K	Hold	2,062	–	–	0.01%	162
2020 Q4	$14K	Hold	2,062	–	–	0.01%	164
2020 Q3	$12K	Hold	2,062	–	–	0.01%	168
2020 Q2	$12K	Hold	2,062	–	–	0.01%	162
2020 Q1	$10K	Hold	2,062	–	–	0.01%	158
2019 Q4	$15K	Hold	2,062	–	–	0.01%	151
2019 Q3	$14K	Buy	+2,062	New	+$14.1K	0.01%	160

Other funds holding SMFG

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

CIM

Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Enterprise Trust & Investment's SMFG Position: Q2 2022 in Review

Enterprise Trust & Investment opened a new position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q2 2022: 1,078 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #257 among its holdings. This is a return to the name: Enterprise Trust & Investment previously reported a position in SMFG as recently as Q3 2021.

Enterprise Trust & Investment first reported a position in SMFG in Q3 2019 and has held it in 10 quarters since. The position peaked at $15K in Q1 2021. 244 funds tracked by Wall St. Rank hold SMFG as of Q2 2022.

Enterprise Trust & Investment held 1,078 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $6K as of Q2 2022.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) was a new Enterprise Trust & Investment position in Q2 2022.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up ﹤0.01% of Enterprise Trust & Investment's portfolio in Q2 2022, its #257 holding.
Enterprise Trust & Investment first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q3 2019 and has held it in 10 quarters since.
Enterprise Trust & Investment's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $15K in Q1 2021.
244 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 Q2 2022.

Based on Enterprise Trust & Investment's 13F filing for Q2 2022, filed 22 Jul 2022.