HS
SMFG icon

Horan Securities’s Sumitomo Mitsui Financial SMFG Stock Holding History

Horan Securities’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
-64
Closed -$513 – 818
2022
Q4 		$513 Buy
+64
New +$408 ﹤0.01% 703
2022
Q3 		– Sell
-375
Closed -$2K – 769
2022
Q2 		$2K Buy
+375
New +$2.27K ﹤0.01% 571

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
CIM
Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Horan Securities's SMFG Position: Q1 2023 in Review

Horan Securities sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2023, closing a stake of 64 shares — an estimated $513 sold.

Horan Securities first reported a position in SMFG in Q2 2022 and held it in 2 quarters. The position peaked at $2K in Q2 2022. 265 funds tracked by Wall St. Rank hold SMFG as of Q1 2023.

  • Horan Securities reported no remaining Sumitomo Mitsui Financial position as of Q1 2023 after selling out during the quarter.
  • Horan Securities sold 64 Sumitomo Mitsui Financial shares in Q1 2023, an estimated $513.
  • Horan Securities first reported a position in Sumitomo Mitsui Financial in Q2 2022 and held it in 2 quarters.
  • Horan Securities's Sumitomo Mitsui Financial position peaked at $2K in Q2 2022.
  • 265 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2023.

Based on Horan Securities's 13F filing for Q1 2023, filed 18 Apr 2023.