Enterprise Trust & Investment’s Sumitomo Mitsui Financial 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 $1.66T AUM 25.57% 1-Year Est. Return

CIM

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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 (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. 243 funds tracked by Wall St. Rank hold SMFG as of Q2 2022.

Enterprise Trust & Investment held 1,078 shares of Sumitomo Mitsui Financial worth $6K as of Q2 2022.
Sumitomo Mitsui Financial was a new Enterprise Trust & Investment position in Q2 2022.
Sumitomo Mitsui Financial 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 in Q3 2019 and has held it in 10 quarters since.
Enterprise Trust & Investment's Sumitomo Mitsui Financial position peaked at $15K in Q1 2021.
243 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2022.

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