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Glass Jacobson Investment Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Glass Jacobson Investment Advisors’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
2023
Q4 		– Sell
-51
Closed -$503 – 810
2023
Q3 		$503 Hold
51
– – ﹤0.01% 751
2023
Q2 		$439 Buy
+51
New +$421 ﹤0.01% 764

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
CIM
Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Glass Jacobson Investment Advisors's SMFG Position: Q4 2023 in Review

Glass Jacobson Investment Advisors sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2023, closing a stake of 51 shares — an estimated $503 sold.

Glass Jacobson Investment Advisors first reported a position in SMFG in Q2 2023 and held it in 2 quarters. The position peaked at $503 in Q3 2023. 307 funds tracked by Wall St. Rank hold SMFG as of Q4 2023.

  • Glass Jacobson Investment Advisors reported no remaining Sumitomo Mitsui Financial position as of Q4 2023 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 51 Sumitomo Mitsui Financial shares in Q4 2023, an estimated $503.
  • Glass Jacobson Investment Advisors first reported a position in Sumitomo Mitsui Financial in Q2 2023 and held it in 2 quarters.
  • Glass Jacobson Investment Advisors's Sumitomo Mitsui Financial position peaked at $503 in Q3 2023.
  • 307 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2023.

Based on Glass Jacobson Investment Advisors's 13F filing for Q4 2023, filed 22 Jan 2024.