LWM
SMFG icon

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
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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return