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

Gemmer Asset 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
2022 Q2	–	Sell	-932	Closed	-$5K	–	977
2022 Q1	$5K	Hold	932	–	–	﹤0.01%	957
2021 Q4	$6K	Hold	932	–	–	﹤0.01%	943
2021 Q3	$7K	Hold	932	–	–	﹤0.01%	853
2021 Q2	$6K	Hold	932	–	–	﹤0.01%	1033
2021 Q1	$7K	Hold	932	–	–	﹤0.01%	929
2020 Q4	$6K	Hold	932	–	–	﹤0.01%	925
2020 Q3	$5K	Buy	932 +335	+56%	+$1.92K	﹤0.01%	887
2020 Q2	$3K	Sell	597 -383	-39%	-$2.07K	﹤0.01%	1080
2020 Q1	$5K	Buy	980 +652	+199%	+$4.2K	﹤0.01%	776
2019 Q4	$2K	Buy	+328	New	+$2.36K	﹤0.01%	1249
2019 Q3	–	Sell	-581	Closed	-$4K	–	1461
2019 Q2	$4K	Hold	581	–	–	﹤0.01%	1049
2019 Q1	$4K	Buy	+581	New	+$4.16K	﹤0.01%	1104
2018 Q4	–	Sell	-958	Closed	-$8K	–	1427
2018 Q3	$8K	Buy	958 +173	+22%	+$1.37K	﹤0.01%	825
2018 Q2	$6K	Buy	785 +309	+65%	+$2.57K	﹤0.01%	955
2018 Q1	$4K	Buy	+476	New	+$4.25K	﹤0.01%	1099

Other funds holding SMFG

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

CIM

Cowen Investment Management New York $12M AUM 1.47% 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

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

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

CAC

Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Gemmer Asset Management's SMFG Position: Q2 2022 in Review

Gemmer Asset Management sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q2 2022, closing a stake of 932 shares — an estimated $5K sold.

Gemmer Asset Management first reported a position in SMFG in Q1 2018 and held it in 15 quarters. The position peaked at $8K in Q3 2018. 244 funds tracked by Wall St. Rank hold SMFG as of Q2 2022.

Gemmer Asset Management reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q2 2022 after selling out during the quarter.
Gemmer Asset Management sold 932 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2022, an estimated $5K.
Gemmer Asset Management first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q1 2018 and held it in 15 quarters.
Gemmer Asset Management's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $8K in Q3 2018.
244 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 Q2 2022.

Based on Gemmer Asset Management's 13F filing for Q2 2022, filed 22 Jul 2022.