Intersect Capital’s Sumitomo Mitsui Financial SMFG Stock Holding History

Intersect 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
2022 Q2	–	Sell	-12,162	Closed	-$76K	–	433
2022 Q1	$76K	Sell	12,162 -5,668	-32%	-$40.4K	0.01%	433
2021 Q4	$121K	Buy	17,830 +5,941	+50%	+$40.2K	0.02%	421
2021 Q3	$83K	Buy	+11,889	New	+$82.7K	0.01%	400
2015 Q2	–	Sell	-3,296	Closed	-$29K	–	326
2015 Q1	$29K	Hold	3,296	–	–	0.02%	234
2014 Q4	$24K	Buy	+3,296	New	+$25K	0.02%	266

Other funds holding SMFG

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

CIM

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

CAC

Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Intersect Capital's SMFG Position: Q2 2022 in Review

Intersect Capital sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2022, closing a stake of 12,162 shares — an estimated $76K sold.

Intersect Capital first reported a position in SMFG in Q4 2014 and held it in 5 quarters. The position peaked at $121K in Q4 2021. 244 funds tracked by Wall St. Rank hold SMFG as of Q2 2022.

Intersect Capital reported no remaining Sumitomo Mitsui Financial position as of Q2 2022 after selling out during the quarter.
Intersect Capital sold 12,162 Sumitomo Mitsui Financial shares in Q2 2022, an estimated $76K.
Intersect Capital first reported a position in Sumitomo Mitsui Financial in Q4 2014 and held it in 5 quarters.
Intersect Capital's Sumitomo Mitsui Financial position peaked at $121K in Q4 2021.
244 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.