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	–	1573
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	–	1962
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 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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

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

CAC

Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return

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

Flagship Harbor Advisors's SMFG Position: Q4 2020 in Review

Flagship Harbor Advisors sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2020, closing a stake of 201 shares — an estimated $1K sold.

Flagship Harbor Advisors first reported a position in SMFG in Q2 2018 and held it in 9 quarters. The position peaked at $27K in Q3 2018. 222 funds tracked by Wall St. Rank hold SMFG as of Q4 2020.

Flagship Harbor Advisors reported no remaining Sumitomo Mitsui Financial position as of Q4 2020 after selling out during the quarter.
Flagship Harbor Advisors sold 201 Sumitomo Mitsui Financial shares in Q4 2020, an estimated $1K.
Flagship Harbor Advisors first reported a position in Sumitomo Mitsui Financial in Q2 2018 and held it in 9 quarters.
Flagship Harbor Advisors's Sumitomo Mitsui Financial position peaked at $27K in Q3 2018.
222 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2020.

Based on Flagship Harbor Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.