Keudell/Morrison Wealth Management’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

Keudell/Morrison Wealth Management’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	-13,440	Closed	-$108K	–	191
2022 Q4	$108K	Hold	13,440	–	–	0.03%	182
2022 Q3	$74K	Buy	13,440 +1,577	+13%	+$9.51K	0.03%	173
2022 Q2	$70K	Buy	11,863 +911	+8%	+$5.5K	0.03%	170
2022 Q1	$69K	Buy	+10,952	New	+$78K	0.03%	174
2021 Q4	–	Sell	-14,787	Closed	-$104K	–	199
2021 Q3	$104K	Buy	14,787 +3,095	+26%	+$21.5K	0.04%	172
2021 Q2	$81K	Buy	+11,692	New	+$83.8K	0.04%	167
2020 Q1	–	Sell	-10,256	Closed	-$76K	–	154
2019 Q4	$76K	Hold	10,256	–	–	0.05%	153
2019 Q3	$70K	Hold	10,256	–	–	0.06%	150
2019 Q2	$71K	Buy	+10,256	New	+$72.6K	0.06%	141

Other funds holding SMFG

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

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

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

CIM

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Keudell/Morrison Wealth Management's SMFG Position: Q1 2023 in Review

Keudell/Morrison Wealth Management sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q1 2023, closing a stake of 13,440 shares — an estimated $108K sold.

Keudell/Morrison Wealth Management first reported a position in SMFG in Q2 2019 and held it in 9 quarters. The position peaked at $108K in Q4 2022. 265 funds tracked by Wall St. Rank hold SMFG as of Q1 2023.

Keudell/Morrison Wealth Management reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q1 2023 after selling out during the quarter.
Keudell/Morrison Wealth Management sold 13,440 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q1 2023, an estimated $108K.
Keudell/Morrison Wealth Management first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q2 2019 and held it in 9 quarters.
Keudell/Morrison Wealth Management's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $108K in Q4 2022.
265 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 2023.

Based on Keudell/Morrison Wealth Management's 13F filing for Q1 2023, filed 18 Apr 2023.