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Eudaimonia Partners’s Sumitomo Mitsui Financial SMFG Stock Holding History

Eudaimonia Partners’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
Q2 		– Sell
-1,045
Closed -$8K – 1206
2021
Q1 		$8K Buy
+1,045
New +$7.28K ﹤0.01% 1226

Other funds holding SMFG

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Eudaimonia Partners's SMFG Position: Q2 2021 in Review

Eudaimonia Partners sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2021, closing a stake of 1,045 shares — an estimated $8K sold.

Eudaimonia Partners first reported a position in SMFG in Q1 2021 and held it in 1 quarter. The position peaked at $8K in Q1 2021. 225 funds tracked by Wall St. Rank hold SMFG as of Q2 2021.

  • Eudaimonia Partners reported no remaining Sumitomo Mitsui Financial position as of Q2 2021 after selling out during the quarter.
  • Eudaimonia Partners sold 1,045 Sumitomo Mitsui Financial shares in Q2 2021, an estimated $8K.
  • Eudaimonia Partners first reported a position in Sumitomo Mitsui Financial in Q1 2021 and held it in 1 quarter.
  • Eudaimonia Partners's Sumitomo Mitsui Financial position peaked at $8K in Q1 2021.
  • 225 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2021.

Based on Eudaimonia Partners's 13F filing for Q2 2021, filed 13 Aug 2021.