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HAP Trading’s Sumitomo Mitsui Financial SMFG Stock Holding History

HAP Trading’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
-177,783
Closed -$1.75M – 1165
2023
Q3 		$1.75M Buy
+177,783
New +$1.64M 0.28% 81
2023
Q2 		– Sell
-204,405
Closed -$1.64M – 1337
2023
Q1 		$1.64M Sell
204,405
-53,246
-21% -$451K 0.26% 91
2022
Q4 		$2.07M Buy
+257,651
New +$1.64M 0.21% 123
2022
Q3 		– Sell
-1,207,075
Closed -$7.12M – 2042
2022
Q2 		$7.12M Buy
+1,207,075
New +$7.29M 0.36% 54

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

HAP Trading's SMFG Position: Q4 2023 in Review

HAP Trading sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2023, closing a stake of 177,783 shares — an estimated $1.75M sold.

HAP Trading first reported a position in SMFG in Q2 2022 and held it in 4 quarters. The position peaked at $7.12M in Q2 2022. 306 funds tracked by Wall St. Rank hold SMFG as of Q4 2023.

  • HAP Trading reported no remaining Sumitomo Mitsui Financial position as of Q4 2023 after selling out during the quarter.
  • HAP Trading sold 177,783 Sumitomo Mitsui Financial shares in Q4 2023, an estimated $1.75M.
  • HAP Trading first reported a position in Sumitomo Mitsui Financial in Q2 2022 and held it in 4 quarters.
  • HAP Trading's Sumitomo Mitsui Financial position peaked at $7.12M in Q2 2022.
  • 306 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2023.

Based on HAP Trading's 13F filing for Q4 2023, filed 14 Feb 2024.