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Fulton Bank’s Sumitomo Mitsui Financial SMFG Stock Holding History

Fulton Bank’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
Q3 		– Sell
-12,203
Closed -$69K – 445
2020
Q2 		$69K Sell
12,203
-34,199
-74% -$185K ﹤0.01% 417
2020
Q1 		$222K Buy
46,402
+855
+2% +$5.51K 0.02% 328
2019
Q4 		$338K Buy
45,547
+5,556
+14% +$40K 0.02% 312
2019
Q3 		$273K Buy
39,991
+10,602
+36% +$72.4K 0.02% 342
2019
Q2 		$207K Buy
29,389
+5,348
+22% +$37.9K 0.01% 403
2019
Q1 		$169K Buy
24,041
+13,789
+135% +$98.6K 0.01% 407
2018
Q4 		$67K Buy
+10,252
New +$76.5K 0.01% 404
2016
Q2 		– Sell
-79,041
Closed -$475K – 393
2016
Q1 		$475K Buy
79,041
+45,466
+135% +$284K 0.05% 238
2015
Q4 		$255K Buy
33,575
+533
+2% +$4.2K 0.03% 320
2015
Q3 		$252K Buy
33,042
+1,439
+5% +$12.1K 0.03% 312
2015
Q2 		$281K Sell
31,603
-151
-0.5% -$1.31K 0.03% 301
2015
Q1 		$246K Buy
31,754
+1,436
+5% +$10.7K 0.03% 332
2014
Q4 		$221K Buy
+30,318
New +$230K 0.02% 342

Other funds holding SMFG

Lazard Asset Management
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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return

Fulton Bank's SMFG Position: Q3 2020 in Review

Fulton Bank sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2020, closing a stake of 12,203 shares — an estimated $69K sold.

Fulton Bank first reported a position in SMFG in Q4 2014 and held it in 13 quarters. The position peaked at $475K in Q1 2016. 201 funds tracked by Wall St. Rank hold SMFG as of Q3 2020.

  • Fulton Bank reported no remaining Sumitomo Mitsui Financial position as of Q3 2020 after selling out during the quarter.
  • Fulton Bank sold 12,203 Sumitomo Mitsui Financial shares in Q3 2020, an estimated $69K.
  • Fulton Bank first reported a position in Sumitomo Mitsui Financial in Q4 2014 and held it in 13 quarters.
  • Fulton Bank's Sumitomo Mitsui Financial position peaked at $475K in Q1 2016.
  • 201 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2020.

Based on Fulton Bank's 13F filing for Q3 2020, filed 6 Oct 2020.