FourThought Financial’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

FourThought Financial’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
2022 Q3	$0	Sell	19 -5	-21%	-$30	﹤0.01%	1564
2022 Q2	$0	Hold	24	–	–	﹤0.01%	1543
2022 Q1	$0	Hold	24	–	–	﹤0.01%	1558
2021 Q4	$0	Hold	24	–	–	﹤0.01%	1567
2021 Q3	$1K	Hold	24	–	–	﹤0.01%	1500
2021 Q2	$1K	Hold	24	–	–	﹤0.01%	1486
2021 Q1	$1K	Hold	24	–	–	﹤0.01%	1453
2020 Q4	$1K	Buy	+24	New	+$141	﹤0.01%	1445

Other funds holding SMFG

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

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

FourThought Financial's SMFG Position: Q3 2022 in Review

FourThought Financial reduced its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 21% in Q3 2022, selling an estimated $30 and leaving 19 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1564.

FourThought Financial first reported a position in SMFG in Q4 2020 and has held it in 8 quarters since. The position peaked at $1K in Q3 2021. 243 funds tracked by Wall St. Rank hold SMFG as of Q3 2022.

FourThought Financial held 19 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $0 as of Q3 2022.
FourThought Financial sold 5 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q3 2022, an estimated $30.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #1564 holding.
FourThought Financial first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $1K in Q3 2021.
243 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.