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

Gilbert & Cook’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
2019 Q3	–	Sell	-10,140	Closed	-$72K	–	126
2019 Q2	$72K	Buy	+10,140	New	+$71.8K	0.02%	115
2018 Q3	–	Sell	-12,000	Closed	-$93K	–	106
2018 Q2	$93K	Hold	12,000	–	–	0.03%	94
2018 Q1	$102K	Hold	12,000	–	–	0.04%	91
2017 Q4	$104K	Sell	12,000 -115	-0.9%	-$932	0.04%	88
2017 Q3	$93K	Sell	12,115 -11,717	-49%	-$89.3K	0.03%	84
2017 Q2	$187K	Buy	+23,832	New	+$177K	0.07%	139

Other funds holding SMFG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return

CAC

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Gilbert & Cook's SMFG Position: Q3 2019 in Review

Gilbert & Cook sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q3 2019, closing a stake of 10,140 shares — an estimated $72K sold.

Gilbert & Cook first reported a position in SMFG in Q2 2017 and held it in 6 quarters. The position peaked at $187K in Q2 2017. 223 funds tracked by Wall St. Rank hold SMFG as of Q3 2019.

Gilbert & Cook reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q3 2019 after selling out during the quarter.
Gilbert & Cook sold 10,140 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q3 2019, an estimated $72K.
Gilbert & Cook first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q2 2017 and held it in 6 quarters.
Gilbert & Cook's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $187K in Q2 2017.
223 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 2019.

Based on Gilbert & Cook's 13F filing for Q3 2019, filed 5 Nov 2019.