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Lantz Financial’s Sumitomo Mitsui Financial SMFG Stock Holding History

Lantz Financial’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
-13,844
Closed -$111K – 200
2022
Q4 		$111K Buy
13,844
+250
+2% +$1.59K 0.05% 181
2022
Q3 		$75K Buy
13,594
+325
+2% +$1.96K 0.04% 162
2022
Q2 		$78K Buy
13,269
+241
+2% +$1.46K 0.04% 169
2022
Q1 		$82K Buy
+13,028
New +$92.8K 0.03% 166
2020
Q1 		– Sell
-15,787
Closed -$117K – 127
2019
Q4 		$117K Buy
15,787
+1,137
+8% +$8.18K 0.07% 130
2019
Q3 		$99K Buy
14,650
+1,410
+11% +$9.63K 0.07% 124
2019
Q2 		$94K Buy
13,240
+1,113
+9% +$7.88K 0.06% 126
2019
Q1 		$85K Buy
+12,127
New +$86.7K 0.06% 114

Other funds holding SMFG

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIM
Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lantz Financial's SMFG Position: Q1 2023 in Review

Lantz Financial sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2023, closing a stake of 13,844 shares — an estimated $111K sold.

Lantz Financial first reported a position in SMFG in Q1 2019 and held it in 8 quarters. The position peaked at $117K in Q4 2019. 265 funds tracked by Wall St. Rank hold SMFG as of Q1 2023.

  • Lantz Financial reported no remaining Sumitomo Mitsui Financial position as of Q1 2023 after selling out during the quarter.
  • Lantz Financial sold 13,844 Sumitomo Mitsui Financial shares in Q1 2023, an estimated $111K.
  • Lantz Financial first reported a position in Sumitomo Mitsui Financial in Q1 2019 and held it in 8 quarters.
  • Lantz Financial's Sumitomo Mitsui Financial position peaked at $117K in Q4 2019.
  • 265 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2023.

Based on Lantz Financial's 13F filing for Q1 2023, filed 10 Apr 2023.