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Farmers & Merchants Investments Inc’s Sumitomo Mitsui Financial SMFG Stock Holding History

Farmers & Merchants Investments Inc’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
2024
Q4 		– Sell
-3,558
Closed -$44.9K – 1810
2024
Q3 		$44.9K Hold
3,558
– – ﹤0.01% 459
2024
Q2 		$47.7K Hold
3,558
– – ﹤0.01% 436
2024
Q1 		$41.9K Hold
3,558
– – ﹤0.01% 429
2023
Q4 		$34.4K Hold
3,558
– – ﹤0.01% 431
2023
Q3 		$35K Hold
3,558
– – ﹤0.01% 424
2023
Q2 		$30.6K Hold
3,558
– – ﹤0.01% 454
2023
Q1 		$28.5K Hold
3,558
– – ﹤0.01% 469
2022
Q4 		$28.5K Hold
3,558
– – ﹤0.01% 474
2022
Q3 		$20K Hold
3,558
– – ﹤0.01% 525
2022
Q2 		$21K Sell
3,558
-2,118
-37% -$12.8K ﹤0.01% 544
2022
Q1 		$36K Buy
5,676
+5,364
+1,719% +$38.2K ﹤0.01% 478
2021
Q4 		$2K Sell
312
-1,849
-86% -$12.5K ﹤0.01% 959
2021
Q3 		$15K Buy
+2,161
New +$15K ﹤0.01% 611
2020
Q3 		– Sell
-707
Closed -$4K – 858
2020
Q2 		$4K Hold
707
– – ﹤0.01% 756
2020
Q1 		$3K Hold
707
– – ﹤0.01% 757
2019
Q4 		$5K Hold
707
– – ﹤0.01% 763
2019
Q3 		$5K Sell
707
-284
-29% -$1.94K ﹤0.01% 745
2019
Q2 		$7K Hold
991
– – ﹤0.01% 667
2019
Q1 		$7K Hold
991
– – ﹤0.01% 649
2018
Q4 		$6K Hold
991
– – ﹤0.01% 615
2018
Q3 		$8K Hold
991
– – ﹤0.01% 600
2018
Q2 		$8K Hold
991
– – ﹤0.01% 596
2018
Q1 		$8K Buy
991
+218
+28% +$1.95K ﹤0.01% 584
2017
Q4 		$7K Buy
+773
New +$6.26K ﹤0.01% 642
2013
Q3 		– Sell
-2,035
Closed -$19K – 674
2013
Q2 		$19K Buy
+2,035
New +$18.2K ﹤0.01% 392

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Farmers & Merchants Investments Inc's SMFG Position: Q4 2024 in Review

Farmers & Merchants Investments Inc sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2024, closing a stake of 3,558 shares — an estimated $44.9K sold.

Farmers & Merchants Investments Inc first reported a position in SMFG in Q2 2013 and held it in 25 quarters. The position peaked at $47.7K in Q2 2024. 348 funds tracked by Wall St. Rank hold SMFG as of Q4 2024.

  • Farmers & Merchants Investments Inc reported no remaining Sumitomo Mitsui Financial position as of Q4 2024 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 3,558 Sumitomo Mitsui Financial shares in Q4 2024, an estimated $44.9K.
  • Farmers & Merchants Investments Inc first reported a position in Sumitomo Mitsui Financial in Q2 2013 and held it in 25 quarters.
  • Farmers & Merchants Investments Inc's Sumitomo Mitsui Financial position peaked at $47.7K in Q2 2024.
  • 348 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2024.

Based on Farmers & Merchants Investments Inc's 13F filing for Q4 2024, filed 28 Jan 2025.