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Hancock Whitney’s Sumitomo Mitsui Financial SMFG Stock Holding History

Hancock Whitney’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
Q1 		– Sell
-10,112
Closed -$81K – 659
2022
Q4 		$81K Sell
10,112
-1,945
-16% -$12.4K ﹤0.01% 614
2022
Q3 		$66K Sell
12,057
-2,916
-19% -$17.6K ﹤0.01% 605
2022
Q2 		$88K Sell
14,973
-496
-3% -$3K ﹤0.01% 628
2022
Q1 		$97K Sell
15,469
-5,119
-25% -$36.5K ﹤0.01% 675
2021
Q4 		$140K Buy
20,588
+890
+5% +$6.03K ﹤0.01% 674
2021
Q3 		$138K Sell
19,698
-2,482
-11% -$17.3K ﹤0.01% 658
2021
Q2 		$153K Buy
22,180
+6,409
+41% +$46K ﹤0.01% 788
2021
Q1 		$114K Buy
15,771
+2,784
+21% +$19.4K ﹤0.01% 754
2020
Q4 		$80K Buy
12,987
+112
+0.9% +$657 ﹤0.01% 777
2020
Q3 		$72K Buy
12,875
+1,063
+9% +$6.09K ﹤0.01% 772
2020
Q2 		$66K Buy
+11,812
New +$63.8K ﹤0.01% 772
2019
Q4 		– Sell
-16,486
Closed -$113K – 860
2019
Q3 		$113K Buy
16,486
+1,454
+10% +$9.93K ﹤0.01% 806
2019
Q2 		$106K Buy
15,032
+939
+7% +$6.65K ﹤0.01% 832
2019
Q1 		$99K Buy
+14,093
New +$101K ﹤0.01% 815
2018
Q4 		– Sell
-11,674
Closed -$94K – 861
2018
Q3 		$94K Buy
+11,674
New +$92.3K ﹤0.01% 821
2017
Q3 		– Sell
-10,181
Closed -$80K – 606
2017
Q2 		$80K Buy
+10,181
New +$75.6K ﹤0.01% 540
2016
Q1 		– Sell
-17,165
Closed -$130K – 569
2015
Q4 		$130K Buy
17,165
+293
+2% +$2.31K 0.01% 510
2015
Q3 		$129K Sell
16,872
-1,174
-7% -$9.87K 0.01% 498
2015
Q2 		$140K Hold
18,046
– – 0.01% 486
2015
Q1 		$140K Buy
+18,046
New +$135K 0.01% 486
2014
Q2 		– Sell
-14,587
Closed -$126K – 530
2014
Q1 		$126K Buy
14,587
+3,006
+26% +$28.1K ﹤0.01% 474
2013
Q4 		$121K Buy
+11,581
New +$115K 0.01% 501

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIM
Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Hancock Whitney's SMFG Position: Q1 2023 in Review

Hancock Whitney sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2023, closing a stake of 10,112 shares — an estimated $81K sold.

Hancock Whitney first reported a position in SMFG in Q4 2013 and held it in 22 quarters. The position peaked at $153K in Q2 2021. 265 funds tracked by Wall St. Rank hold SMFG as of Q1 2023.

  • Hancock Whitney reported no remaining Sumitomo Mitsui Financial position as of Q1 2023 after selling out during the quarter.
  • Hancock Whitney sold 10,112 Sumitomo Mitsui Financial shares in Q1 2023, an estimated $81K.
  • Hancock Whitney first reported a position in Sumitomo Mitsui Financial in Q4 2013 and held it in 22 quarters.
  • Hancock Whitney's Sumitomo Mitsui Financial position peaked at $153K in Q2 2021.
  • 265 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2023.

Based on Hancock Whitney's 13F filing for Q1 2023, filed 15 May 2023.