Janney Montgomery Scott
SMFG icon

Janney Montgomery Scott’s Sumitomo Mitsui Financial SMFG Stock Holding History

Janney Montgomery Scott’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
Q4 		– Sell
-49,223
Closed -$485K – 2744
2023
Q3 		$485K Sell
49,223
-34
-0.1% -$314 ﹤0.01% 1787
2023
Q2 		$424K Sell
49,257
-747
-1% -$6.17K ﹤0.01% 1994
2023
Q1 		$400K Sell
50,004
-40,910
-45% -$346K ﹤0.01% 1857
2022
Q4 		$729K Buy
90,914
+8,488
+10% +$54.1K ﹤0.01% 1540
2022
Q3 		$453K Buy
82,426
+3,608
+5% +$21.8K ﹤0.01% 1764
2022
Q2 		$465K Buy
78,818
+9,753
+14% +$58.9K ﹤0.01% 1656
2022
Q1 		$433K Buy
69,065
+231
+0.3% +$1.65K ﹤0.01% 1711
2021
Q4 		$467K Buy
68,834
+3,161
+5% +$21.4K ﹤0.01% 1763
2021
Q3 		$460K Buy
65,673
+2,066
+3% +$14.4K ﹤0.01% 1710
2021
Q2 		$438K Buy
63,607
+3,941
+7% +$28.3K ﹤0.01% 1711
2021
Q1 		$433K Buy
59,666
+186
+0.3% +$1.3K ﹤0.01% 1633
2020
Q4 		$367K Buy
59,480
+3,588
+6% +$21.1K ﹤0.01% 1757
2020
Q3 		$312K Buy
55,892
+1,179
+2% +$6.76K ﹤0.01% 1681
2020
Q2 		$307K Buy
54,713
+1,642
+3% +$8.87K ﹤0.01% 1617
2020
Q1 		$254K Buy
53,071
+39,646
+295% +$255K ﹤0.01% 1575
2019
Q4 		$99K Buy
13,425
+1,519
+13% +$10.9K ﹤0.01% 2010
2019
Q3 		$81K Sell
11,906
-184,849
-94% -$1.26M ﹤0.01% 1996
2019
Q2 		$1.39M Sell
196,755
-20,331
-9% -$144K 0.01% 885
2019
Q1 		$1.53M Buy
217,086
+11,424
+6% +$81.7K 0.01% 828
2018
Q4 		$1.34M Sell
205,662
-13,861
-6% -$103K 0.01% 796
2018
Q3 		$1.76M Sell
219,523
-98,563
-31% -$779K 0.02% 744
2018
Q2 		$2.47M Buy
318,086
+16,099
+5% +$134K 0.02% 594
2018
Q1 		$2.57M Buy
301,987
+23,215
+8% +$207K 0.03% 565
2017
Q4 		$2.42M Buy
278,772
+43,183
+18% +$350K 0.03% 585
2017
Q3 		$1.82M Buy
235,589
+4,724
+2% +$36K 0.02% 651
2017
Q2 		$1.81M Buy
230,865
+186,297
+418% +$1.38M 0.02% 616
2017
Q1 		$323K Buy
44,568
+2,117
+5% +$16.4K ﹤0.01% 1368
2016
Q4 		$324K Buy
42,451
+1,341
+3% +$9.74K ﹤0.01% 1283
2016
Q3 		$277K Buy
+41,110
New +$267K ﹤0.01% 1224

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIM
Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Janney Montgomery Scott's SMFG Position: Q4 2023 in Review

Janney Montgomery Scott sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2023, closing a stake of 49,223 shares — an estimated $485K sold.

Janney Montgomery Scott first reported a position in SMFG in Q3 2016 and held it in 29 quarters. The position peaked at $2.57M in Q1 2018. 308 funds tracked by Wall St. Rank hold SMFG as of Q4 2023.

  • Janney Montgomery Scott reported no remaining Sumitomo Mitsui Financial position as of Q4 2023 after selling out during the quarter.
  • Janney Montgomery Scott sold 49,223 Sumitomo Mitsui Financial shares in Q4 2023, an estimated $485K.
  • Janney Montgomery Scott first reported a position in Sumitomo Mitsui Financial in Q3 2016 and held it in 29 quarters.
  • Janney Montgomery Scott's Sumitomo Mitsui Financial position peaked at $2.57M in Q1 2018.
  • 308 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2023.

Based on Janney Montgomery Scott's 13F filing for Q4 2023, filed 8 Feb 2024.