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Legacy Capital Group California’s Sumitomo Mitsui Financial SMFG Stock Holding History

Legacy Capital Group California’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
Q3 		– Sell
-27,372
Closed -$235K – 295
2023
Q2 		$235K Buy
+27,372
New +$226K 0.1% 238

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Lazard Asset Management
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Legacy Capital Group California's SMFG Position: Q3 2023 in Review

Legacy Capital Group California sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2023, closing a stake of 27,372 shares — an estimated $235K sold.

Legacy Capital Group California first reported a position in SMFG in Q2 2023 and held it in 1 quarter. The position peaked at $235K in Q2 2023. 272 funds tracked by Wall St. Rank hold SMFG as of Q3 2023.

  • Legacy Capital Group California reported no remaining Sumitomo Mitsui Financial position as of Q3 2023 after selling out during the quarter.
  • Legacy Capital Group California sold 27,372 Sumitomo Mitsui Financial shares in Q3 2023, an estimated $235K.
  • Legacy Capital Group California first reported a position in Sumitomo Mitsui Financial in Q2 2023 and held it in 1 quarter.
  • Legacy Capital Group California's Sumitomo Mitsui Financial position peaked at $235K in Q2 2023.
  • 272 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2023.

Based on Legacy Capital Group California's 13F filing for Q3 2023, filed 6 Nov 2023.