FHA
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Flagship Harbor Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Flagship Harbor Advisors’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
Q4 		– Sell
-201
Closed -$1K – 1575
2020
Q3 		$1K Sell
201
-1,985
-91% -$11.4K ﹤0.01% 1852
2020
Q2 		$12K Buy
+2,186
New +$11.8K ﹤0.01% 1304
2020
Q1 		– Sell
-3,139
Closed -$23K – 1972
2019
Q4 		$23K Buy
3,139
+853
+37% +$6.14K ﹤0.01% 1077
2019
Q3 		$15K Sell
2,286
-727
-24% -$4.97K ﹤0.01% 1181
2019
Q2 		$21K Hold
3,013
– – ﹤0.01% 1059
2019
Q1 		$21K Hold
3,013
– – ﹤0.01% 1057
2018
Q4 		$19K Sell
3,013
-352
-10% -$2.63K ﹤0.01% 1043
2018
Q3 		$27K Hold
3,365
– – 0.01% 1019
2018
Q2 		$26K Buy
+3,365
New +$28K 0.01% 1015

Other funds holding SMFG

Lazard Asset Management
Lazard Asset Management New York $60.7B 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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CAC
Cowen and Company New York $2.9B AUM 105.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return