L.J. Altfest & Co’s Sumitomo Mitsui Financial SMFG Stock Holding History

L.J. Altfest & Co’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 Q1	–	Sell	-19,085	Closed	-$130K	–	286
2021 Q4	$130K	Buy	19,085 +87	+0.5%	+$589	0.02%	242
2021 Q3	$133K	Buy	18,998 +182	+1%	+$1.27K	0.03%	249
2021 Q2	$130K	Buy	18,816 +1,502	+9%	+$10.8K	0.03%	259
2021 Q1	$126K	Buy	17,314 +3,919	+29%	+$27.3K	0.03%	269
2020 Q4	$83K	Buy	+13,395	New	+$78.6K	0.02%	264

Other funds holding SMFG

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

CAC

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

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

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

L.J. Altfest & Co's SMFG Position: Q1 2022 in Review

L.J. Altfest & Co sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2022, closing a stake of 19,085 shares — an estimated $130K sold.

L.J. Altfest & Co first reported a position in SMFG in Q4 2020 and held it in 5 quarters. The position peaked at $133K in Q3 2021. 249 funds tracked by Wall St. Rank hold SMFG as of Q1 2022.

L.J. Altfest & Co reported no remaining Sumitomo Mitsui Financial position as of Q1 2022 after selling out during the quarter.
L.J. Altfest & Co sold 19,085 Sumitomo Mitsui Financial shares in Q1 2022, an estimated $130K.
L.J. Altfest & Co first reported a position in Sumitomo Mitsui Financial in Q4 2020 and held it in 5 quarters.
L.J. Altfest & Co's Sumitomo Mitsui Financial position peaked at $133K in Q3 2021.
249 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2022.

Based on L.J. Altfest & Co's 13F filing for Q1 2022, filed 2 May 2022.