Gemmer Asset Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

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