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

Henshaw Capital’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
2020 Q1	–	Sell	-49,741	Closed	-$369K	–	317
2019 Q4	$369K	Buy	49,741 +989	+2%	+$7.12K	0.03%	173
2019 Q3	$333K	Buy	48,752 +1,344	+3%	+$9.18K	0.03%	192
2019 Q2	$335K	Sell	47,408 -12,384	-21%	-$87.7K	0.03%	192
2019 Q1	$420K	Hold	59,792	–	–	0.04%	155
2018 Q4	$389K	Sell	59,792 -40,306	-40%	-$301K	0.04%	159
2018 Q3	$804K	Sell	100,098 -18,396	-16%	-$145K	0.07%	114
2018 Q2	$921K	Hold	118,494	–	–	0.08%	104
2018 Q1	$1.01M	Hold	118,494	–	–	0.09%	99
2017 Q4	$1.03M	Sell	118,494 -183	-0.2%	-$1.48K	0.1%	96
2017 Q3	$915K	Hold	118,677	–	–	0.09%	95
2017 Q2	$933K	Buy	118,677 +65,119	+122%	+$484K	0.1%	98
2017 Q1	$388K	Hold	53,558	–	–	0.04%	178
2016 Q4	$409K	Hold	53,558	–	–	0.05%	158
2016 Q3	$362K	Hold	53,558	–	–	0.04%	163
2016 Q2	$306K	Hold	53,558	–	–	0.04%	181
2016 Q1	$322K	Buy	+53,558	New	+$334K	0.04%	174

Other funds holding SMFG

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

CIM

Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return

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

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

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

PPA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Henshaw Capital's SMFG Position: Q1 2020 in Review

Henshaw Capital sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q1 2020, closing a stake of 49,741 shares — an estimated $369K sold.

Henshaw Capital first reported a position in SMFG in Q1 2016 and held it in 16 quarters. The position peaked at $1.03M in Q4 2017. 219 funds tracked by Wall St. Rank hold SMFG as of Q1 2020.

Henshaw Capital reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q1 2020 after selling out during the quarter.
Henshaw Capital sold 49,741 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q1 2020, an estimated $369K.
Henshaw Capital first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q1 2016 and held it in 16 quarters.
Henshaw Capital's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $1.03M in Q4 2017.
219 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 Q1 2020.

Based on Henshaw Capital's 13F filing for Q1 2020, filed 28 May 2026.