Lenox Wealth Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Lenox 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
2020 Q2	$13K	Buy	2,459 +177	+8%	+$956	﹤0.01%	403
2020 Q1	$10K	Sell	2,282 -370	-14%	-$2.38K	﹤0.01%	392
2019 Q4	$20K	Buy	2,652 +1,391	+110%	+$10K	0.01%	361
2019 Q3	$8K	Sell	1,261 -861	-41%	-$5.88K	﹤0.01%	483
2019 Q2	$14K	Buy	2,122 +1,656	+355%	+$11.7K	﹤0.01%	393
2019 Q1	$3K	Buy	466 +416	+832%	+$2.98K	﹤0.01%	584
2018 Q4	$9K	Sell	50 -150	-75%	-$1.12K	﹤0.01%	405
2018 Q3	$8K	Buy	200 +16	+9%	+$126	﹤0.01%	442
2018 Q2	$1K	Buy	+184	New	+$1.53K	﹤0.01%	544
2017 Q3	–	Sell	-11,348	Closed	-$90K	–	500
2017 Q2	$90K	Buy	+11,348	New	+$84.3K	0.04%	157

Other funds holding SMFG

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

CIM

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

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

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

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

LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return

Lenox Wealth Management's SMFG Position: Q2 2020 in Review

Lenox Wealth Management increased its Sumitomo Mitsui Financial (SMFG) stake by 7.8% in Q2 2020, buying an estimated $956 and bringing the position to 2,459 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

Lenox Wealth Management first reported a position in SMFG in Q2 2017 and has held it in 10 quarters since. The position peaked at $90K in Q2 2017. 222 funds tracked by Wall St. Rank hold SMFG as of Q2 2020.

Lenox Wealth Management held 2,459 shares of Sumitomo Mitsui Financial worth $13K as of Q2 2020.
Lenox Wealth Management bought 177 Sumitomo Mitsui Financial shares in Q2 2020, an estimated $956.
Sumitomo Mitsui Financial made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #403 holding.
Lenox Wealth Management first reported a position in Sumitomo Mitsui Financial in Q2 2017 and has held it in 10 quarters since.
Lenox Wealth Management's Sumitomo Mitsui Financial position peaked at $90K in Q2 2017.
222 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.