ETrade Capital Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

ETrade Capital Management’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	$2.66M	Buy	476,496 +56,438	+13%	+$323K	0.05%	188
2020 Q2	$2.36M	Buy	420,058 +29,157	+7%	+$157K	0.05%	203
2020 Q1	$1.87M	Sell	390,901 -46,223	-11%	-$298K	0.05%	203
2019 Q4	$3.24M	Sell	437,124 -14,569	-3%	-$105K	0.07%	152
2019 Q3	$3.09M	Sell	451,693 -152,213	-25%	-$1.04M	0.08%	155
2019 Q2	$4.26M	Sell	603,906 -4,541	-0.7%	-$32.1K	0.11%	101
2019 Q1	$4.28M	Buy	608,447 +96,574	+19%	+$691K	0.12%	90
2018 Q4	$3.33M	Sell	511,873 -27,105	-5%	-$202K	0.11%	106
2018 Q3	$4.33M	Buy	538,978 +9,564	+2%	+$75.6K	0.12%	93
2018 Q2	$4.11M	Buy	529,414 +24,697	+5%	+$205K	0.13%	87
2018 Q1	$4.29M	Buy	504,717 +125,487	+33%	+$1.12M	0.14%	79
2017 Q4	$3.3M	Buy	379,230 +69,436	+22%	+$563K	0.11%	107
2017 Q3	$2.39M	Buy	309,794 +18,092	+6%	+$138K	0.09%	136
2017 Q2	$2.29M	Buy	291,702 +158,251	+119%	+$1.18M	0.09%	135
2017 Q1	$968K	Buy	133,451 +46,247	+53%	+$359K	0.04%	269
2016 Q4	$666K	Buy	87,204 +36,480	+72%	+$265K	0.03%	349
2016 Q3	$342K	Buy	50,724 +17,188	+51%	+$112K	0.02%	430
2016 Q2	$192K	Buy	33,536 +8,932	+36%	+$54.6K	0.01%	480
2016 Q1	$148K	Sell	24,604 -59,953	-71%	-$374K	0.01%	445
2015 Q4	$641K	Buy	84,557 +31,436	+59%	+$247K	0.04%	284
2015 Q3	$405K	Buy	53,121 +14,872	+39%	+$125K	0.02%	332
2015 Q2	$340K	Buy	+38,249	New	+$332K	0.02%	342
2014 Q2	–	Sell	-22,119	Closed	-$191K	–	655
2014 Q1	$191K	Buy	22,119 +3,732	+20%	+$34.9K	0.01%	315
2013 Q4	$193K	Buy	18,387 +18,327	+30,545%	+$182K	0.02%	280
2013 Q3	$1K	Buy	+60	New	+$570	﹤0.01%	897

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

ETrade Capital Management's SMFG Position: Q3 2020 in Review

ETrade Capital Management increased its Sumitomo Mitsui Financial (SMFG) stake by 13% in Q3 2020, buying an estimated $323K and bringing the position to 476,496 shares worth $2.66M. The position accounts for 0.05% of the portfolio, ranked #188.

ETrade Capital Management first reported a position in SMFG in Q3 2013 and has held it in 25 quarters since. The position peaked at $4.33M in Q3 2018. 201 funds tracked by Wall St. Rank hold SMFG as of Q3 2020.

ETrade Capital Management held 476,496 shares of Sumitomo Mitsui Financial worth $2.66M as of Q3 2020.
ETrade Capital Management bought 56,438 Sumitomo Mitsui Financial shares in Q3 2020, an estimated $323K.
Sumitomo Mitsui Financial made up 0.05% of ETrade Capital Management's portfolio in Q3 2020, its #188 holding.
ETrade Capital Management first reported a position in Sumitomo Mitsui Financial in Q3 2013 and has held it in 25 quarters since.
ETrade Capital Management's Sumitomo Mitsui Financial position peaked at $4.33M in Q3 2018.
201 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2020.

Based on ETrade Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.