Ergoteles’s Sumitomo Mitsui Financial SMFG Stock Holding History

Ergoteles’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
2023 Q3	–	Sell	-170,705	Closed	-$1.47M	–	717
2023 Q2	$1.47M	Buy	170,705 +39,517	+30%	+$326K	0.07%	350
2023 Q1	$1.05M	Buy	+131,188	New	+$1.11M	0.04%	478

Other funds holding SMFG

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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

CIM

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ergoteles's SMFG Position: Q3 2023 in Review

Ergoteles sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2023, closing a stake of 170,705 shares — an estimated $1.47M sold.

Ergoteles first reported a position in SMFG in Q1 2023 and held it in 2 quarters. The position peaked at $1.47M in Q2 2023. 272 funds tracked by Wall St. Rank hold SMFG as of Q3 2023.

Ergoteles reported no remaining Sumitomo Mitsui Financial position as of Q3 2023 after selling out during the quarter.
Ergoteles sold 170,705 Sumitomo Mitsui Financial shares in Q3 2023, an estimated $1.47M.
Ergoteles first reported a position in Sumitomo Mitsui Financial in Q1 2023 and held it in 2 quarters.
Ergoteles's Sumitomo Mitsui Financial position peaked at $1.47M in Q2 2023.
272 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2023.

Based on Ergoteles's 13F filing for Q3 2023, filed 14 Nov 2023.