Knowledge Leaders Capital’s Sumitomo Mitsui Financial SMFG Stock Holding History

Knowledge Leaders 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 Q4	–	Sell	-17,668	Closed	-$97K	–	123
2022 Q3	$97K	Hold	17,668	–	–	0.12%	100
2022 Q2	$104K	Buy	+17,668	New	+$107K	0.1%	94
2021 Q3	–	Sell	-13,890	Closed	-$96K	–	129
2021 Q2	$96K	Hold	13,890	–	–	0.06%	129
2021 Q1	$101K	Buy	+13,890	New	+$96.7K	0.08%	111

Other funds holding SMFG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CAC

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

Knowledge Leaders Capital's SMFG Position: Q4 2022 in Review

Knowledge Leaders Capital sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2022, closing a stake of 17,668 shares — an estimated $97K sold.

Knowledge Leaders Capital first reported a position in SMFG in Q1 2021 and held it in 4 quarters. The position peaked at $104K in Q2 2022. 259 funds tracked by Wall St. Rank hold SMFG as of Q4 2022.

Knowledge Leaders Capital reported no remaining Sumitomo Mitsui Financial position as of Q4 2022 after selling out during the quarter.
Knowledge Leaders Capital sold 17,668 Sumitomo Mitsui Financial shares in Q4 2022, an estimated $97K.
Knowledge Leaders Capital first reported a position in Sumitomo Mitsui Financial in Q1 2021 and held it in 4 quarters.
Knowledge Leaders Capital's Sumitomo Mitsui Financial position peaked at $104K in Q2 2022.
259 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2022.

Based on Knowledge Leaders Capital's 13F filing for Q4 2022, filed 7 Feb 2023.