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

Intrust Bank’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
2021 Q1	–	Sell	-10,911	Closed	-$67K	–	381
2020 Q4	$67K	Hold	10,911	–	–	0.01%	365
2020 Q3	$61K	Sell	10,911 -191	-2%	-$1.09K	0.01%	338
2020 Q2	$62K	Sell	11,102 -3,492	-24%	-$18.9K	0.01%	325
2020 Q1	$70K	Sell	14,594 -18,010	-55%	-$116K	0.02%	307
2019 Q4	$241K	Sell	32,604 -8,669	-21%	-$62.4K	0.05%	303
2019 Q3	$283K	Sell	41,273 -32,736	-44%	-$224K	0.07%	277
2019 Q2	$523K	Buy	74,009 +3,011	+4%	+$21.3K	0.13%	188
2019 Q1	$499K	Buy	70,998 +6,374	+10%	+$45.6K	0.13%	200
2018 Q4	$421K	Sell	64,624 -36,624	-36%	-$273K	0.12%	205
2018 Q3	$813K	Sell	101,248 -18,717	-16%	-$148K	0.21%	127
2018 Q2	$932K	Buy	119,965 +9,001	+8%	+$74.8K	0.26%	96
2018 Q1	$943K	Sell	110,964 -8,129	-7%	-$72.6K	0.27%	92
2017 Q4	$1.03M	Buy	119,093 +2,482	+2%	+$20.1K	0.31%	85
2017 Q3	$899K	Buy	116,611 +70,504	+153%	+$537K	0.29%	93
2017 Q2	$362K	Buy	+46,107	New	+$343K	0.12%	248
2016 Q2	–	Sell	-15,359	Closed	-$92K	–	350
2016 Q1	$92K	Sell	15,359 -138,767	-90%	-$865K	0.03%	265
2015 Q4	$1.17M	Buy	154,126 +2,317	+2%	+$18.2K	0.44%	78
2015 Q3	$1.16M	Buy	151,809 +2,823	+2%	+$23.7K	0.44%	72
2015 Q2	$1.32M	Buy	148,986 +6,100	+4%	+$53K	0.46%	65
2015 Q1	$1.11M	Buy	142,886 +33,561	+31%	+$251K	0.39%	78
2014 Q4	$796K	Buy	109,325 +8,681	+9%	+$65.9K	0.3%	105
2014 Q3	$825K	Buy	100,644 +20,721	+26%	+$170K	0.32%	96
2014 Q2	$677K	Buy	79,923 +27,682	+53%	+$228K	0.25%	116
2014 Q1	$452K	Buy	52,241 +16,731	+47%	+$157K	0.19%	158
2013 Q4	$372K	Buy	35,510 +14,637	+70%	+$146K	0.16%	182
2013 Q3	$203K	Buy	20,873 +3,793	+22%	+$36K	0.1%	232
2013 Q2	$157K	Buy	+17,080	New	+$153K	0.07%	267

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

PPA

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Renaissance Technologies New York $72.6B AUM 54.88% 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

Intrust Bank's SMFG Position: Q1 2021 in Review

Intrust Bank sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q1 2021, closing a stake of 10,911 shares — an estimated $67K sold.

Intrust Bank first reported a position in SMFG in Q2 2013 and held it in 27 quarters. The position peaked at $1.32M in Q2 2015. 229 funds tracked by Wall St. Rank hold SMFG as of Q1 2021.

Intrust Bank reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q1 2021 after selling out during the quarter.
Intrust Bank sold 10,911 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q1 2021, an estimated $67K.
Intrust Bank first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q2 2013 and held it in 27 quarters.
Intrust Bank's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $1.32M in Q2 2015.
229 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 2021.

Based on Intrust Bank's 13F filing for Q1 2021, filed 2 Jun 2021.