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Intrust Bank’s Sumitomo Mitsui Financial 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
Lazard Asset Management New York $60.8B AUM 22.47% 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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Intrust Bank's SMFG Position: Q1 2021 in Review

Intrust Bank sold out of Sumitomo Mitsui Financial (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 position as of Q1 2021 after selling out during the quarter.
  • Intrust Bank sold 10,911 Sumitomo Mitsui Financial shares in Q1 2021, an estimated $67K.
  • Intrust Bank first reported a position in Sumitomo Mitsui Financial in Q2 2013 and held it in 27 quarters.
  • Intrust Bank's Sumitomo Mitsui Financial position peaked at $1.32M in Q2 2015.
  • 229 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2021.

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