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Georgetown University’s Sumitomo Mitsui Financial SMFG Stock Holding History

Georgetown University’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
Q1 		– Sell
-160,183
Closed -$1.55M – 22
2023
Q4 		$1.55M Buy
160,183
+2,383
+2% +$23.1K 0.53% 21
2023
Q3 		$1.55M Buy
157,800
+2,565
+2% +$23.7K 0.56% 20
2023
Q2 		$1.34M Hold
155,235
– – 0.47% 21
2023
Q1 		$1.24M Buy
+155,235
New +$1.31M 0.43% 19

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
CIM
Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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

Georgetown University's SMFG Position: Q1 2024 in Review

Georgetown University sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2024, closing a stake of 160,183 shares — an estimated $1.55M sold.

Georgetown University first reported a position in SMFG in Q1 2023 and held it in 4 quarters. The position peaked at $1.55M in Q3 2023. 311 funds tracked by Wall St. Rank hold SMFG as of Q1 2024.

  • Georgetown University reported no remaining Sumitomo Mitsui Financial position as of Q1 2024 after selling out during the quarter.
  • Georgetown University sold 160,183 Sumitomo Mitsui Financial shares in Q1 2024, an estimated $1.55M.
  • Georgetown University first reported a position in Sumitomo Mitsui Financial in Q1 2023 and held it in 4 quarters.
  • Georgetown University's Sumitomo Mitsui Financial position peaked at $1.55M in Q3 2023.
  • 311 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2024.

Based on Georgetown University's 13F filing for Q1 2024, filed 13 May 2024.