Harbor Investment Advisory’s Sumitomo Mitsui Financial SMFG Stock Holding History

Harbor Investment Advisory’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 Q2	–	Sell	-44	Closed	-$518	–	1427
2024 Q1	$518	Buy	+44	New	+$472	﹤0.01%	1259
2023 Q3	–	Sell	-13,650	Closed	-$117K	–	1324
2023 Q2	$117K	Hold	13,650	–	–	0.02%	459
2023 Q1	$109K	Sell	13,650 -8,090	-37%	-$68.5K	0.02%	476
2022 Q4	$174K	Sell	21,740 -1,247	-5%	-$7.94K	0.03%	363
2022 Q3	$126K	Hold	22,987	–	–	0.02%	417
2022 Q2	$136K	Hold	22,987	–	–	0.02%	421
2022 Q1	$144K	Hold	22,987	–	–	0.02%	446
2021 Q4	$156K	Hold	22,987	–	–	0.02%	426
2021 Q3	$161K	Hold	22,987	–	–	0.02%	413
2021 Q2	$158K	Hold	22,987	–	–	0.02%	408
2021 Q1	$167K	Hold	22,987	–	–	0.03%	373
2020 Q4	$142K	Hold	22,987	–	–	0.02%	377
2020 Q3	$128K	Hold	22,987	–	–	0.02%	339
2020 Q2	$129K	Hold	22,987	–	–	0.03%	317
2020 Q1	$110K	Buy	+22,987	New	+$148K	0.03%	300

Other funds holding SMFG

GAM

Groupama Asset Management Paris, France $6.85B AUM 43.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Harbor Investment Advisory's SMFG Position: Q2 2024 in Review

Harbor Investment Advisory sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2024, closing a stake of 44 shares — an estimated $518 sold.

Harbor Investment Advisory first reported a position in SMFG in Q1 2020 and held it in 15 quarters. The position peaked at $174K in Q4 2022. 323 funds tracked by Wall St. Rank hold SMFG as of Q2 2024.

Harbor Investment Advisory reported no remaining Sumitomo Mitsui Financial position as of Q2 2024 after selling out during the quarter.
Harbor Investment Advisory sold 44 Sumitomo Mitsui Financial shares in Q2 2024, an estimated $518.
Harbor Investment Advisory first reported a position in Sumitomo Mitsui Financial in Q1 2020 and held it in 15 quarters.
Harbor Investment Advisory's Sumitomo Mitsui Financial position peaked at $174K in Q4 2022.
323 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2024.

Based on Harbor Investment Advisory's 13F filing for Q2 2024, filed 19 Jul 2024.