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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$414K Buy
32,803
+381
+1% +$5.03K 0.07% 101
2024
Q2
$435K Sell
32,422
-2,471
-7% -$29.9K 0.07% 96
2024
Q1
$411K Buy
34,893
+4,476
+15% +$48K 0.07% 95
2023
Q4
$294K Buy
+30,417
New +$295K 0.06% 92

Other funds holding SMFG

Gateway Advisory's SMFG Position: Q3 2024 in Review

Gateway Advisory increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 1.2% in Q3 2024, buying an estimated $5.03K and bringing the position to 32,803 shares worth $414K. The position accounts for 0.07% of the portfolio, ranked #101.

Gateway Advisory first reported a position in SMFG in Q4 2023 and has held it in 4 quarters since. The position peaked at $435K in Q2 2024. 333 funds tracked by Wall St. Rank hold SMFG as of Q3 2024.

  • Gateway Advisory held 32,803 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $414K as of Q3 2024.
  • Gateway Advisory bought 381 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q3 2024, an estimated $5.03K.
  • Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.07% of Gateway Advisory's portfolio in Q3 2024, its #101 holding.
  • Gateway Advisory first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2023 and has held it in 4 quarters since.
  • Gateway Advisory's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $435K in Q2 2024.
  • 333 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 2024.

Based on Gateway Advisory's 13F filing for Q3 2024, filed 14 Nov 2024.