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Freedom Investment Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Freedom Investment Management’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
Q3 		– Sell
-49,497
Closed -$664K – 827
2024
Q2 		$664K Buy
+49,497
New +$600K 0.05% 340
2022
Q3 		– Sell
-12,078
Closed -$71.3K – 772
2022
Q2 		$71.3K Sell
12,078
-996
-8% -$6.02K 0.01% 705
2022
Q1 		$82K Buy
+13,074
New +$93.1K 0.01% 752
2021
Q4 		– Sell
-19,550
Closed -$137K – 906
2021
Q3 		$137K Buy
+19,550
New +$136K 0.01% 784
2017
Q3 		– Sell
-26,679
Closed -$210K – 1142
2017
Q2 		$210K Buy
26,679
+16,069
+151% +$119K 0.01% 964
2017
Q1 		$77K Buy
+10,610
New +$82.4K ﹤0.01% 1033
2016
Q2 		– Sell
-13,304
Closed -$80K – 892
2016
Q1 		$80K Buy
+13,304
New +$83K 0.01% 801
2015
Q4 		– Sell
-10,593
Closed -$238K – 798
2015
Q3 		$238K Sell
10,593
-939,739
-99% -$7.9M 0.02% 554
2015
Q2 		$8.45M Buy
950,332
+267,632
+39% +$2.32M 0.87% 11
2015
Q1 		$5.28M Buy
682,700
+424,914
+165% +$3.18M 0.58% 30
2014
Q4 		$1.88M Buy
257,786
+64,041
+33% +$486K 0.24% 61
2014
Q3 		$1.59M Buy
193,745
+95,520
+97% +$783K 0.28% 53
2014
Q2 		$832K Buy
+98,225
New +$809K 0.14% 118

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 $5.72T AUM 30.48% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Freedom Investment Management's SMFG Position: Q3 2024 in Review

Freedom Investment Management sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2024, closing a stake of 49,497 shares — an estimated $664K sold.

Freedom Investment Management first reported a position in SMFG in Q2 2014 and held it in 13 quarters. The position peaked at $8.45M in Q2 2015. 332 funds tracked by Wall St. Rank hold SMFG as of Q3 2024.

  • Freedom Investment Management reported no remaining Sumitomo Mitsui Financial position as of Q3 2024 after selling out during the quarter.
  • Freedom Investment Management sold 49,497 Sumitomo Mitsui Financial shares in Q3 2024, an estimated $664K.
  • Freedom Investment Management first reported a position in Sumitomo Mitsui Financial in Q2 2014 and held it in 13 quarters.
  • Freedom Investment Management's Sumitomo Mitsui Financial position peaked at $8.45M in Q2 2015.
  • 332 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2024.

Based on Freedom Investment Management's 13F filing for Q3 2024, filed 13 Nov 2024.