FourThought Financial’s Sumitomo Mitsui Financial 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 $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

CIM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FourThought Financial's SMFG Position: Q3 2022 in Review

FourThought Financial reduced its Sumitomo Mitsui Financial (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 worth $0 as of Q3 2022.
FourThought Financial sold 5 Sumitomo Mitsui Financial shares in Q3 2022, an estimated $30.
Sumitomo Mitsui Financial 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 in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Sumitomo Mitsui Financial position peaked at $1K in Q3 2021.
243 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2022.

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