Level Four Advisory Services’s Sumitomo Mitsui Financial SMFG Stock Holding History

Level Four Advisory Services’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
2021 Q3	–	Sell	-194,590	Closed	-$1.34M	–	610
2021 Q2	$1.34M	Buy	194,590 +14,285	+8%	+$102K	0.09%	232
2021 Q1	$1.31M	Buy	180,305 +128,129	+246%	+$892K	0.1%	219
2020 Q4	$322K	Sell	52,176 -96,667	-65%	-$567K	0.03%	450
2020 Q3	$832K	Sell	148,843 -29,131	-16%	-$167K	0.06%	270
2020 Q2	$1M	Buy	177,974 +2,191	+1%	+$11.8K	0.08%	258
2020 Q1	$840K	Buy	175,783 +7,090	+4%	+$45.7K	0.1%	229
2019 Q4	$9.48M	Buy	168,693 +22,934	+16%	+$165K	0.38%	84
2019 Q3	$996K	Buy	145,759 +7,029	+5%	+$48K	0.1%	208
2019 Q2	$979K	Buy	138,730 +833	+0.6%	+$5.9K	0.1%	199
2019 Q1	$969K	Buy	137,897 +22,466	+19%	+$161K	0.11%	195
2018 Q4	$751K	Sell	115,431 -1,203	-1%	-$8.98K	0.09%	216
2018 Q3	$937K	Buy	116,634 +31,978	+38%	+$253K	0.1%	204
2018 Q2	$658K	Buy	84,656 +1,386	+2%	+$11.5K	0.05%	329
2018 Q1	$708K	Buy	83,270 +2,609	+3%	+$23.3K	0.05%	297
2017 Q4	$701K	Sell	80,661 -7,158	-8%	-$58K	0.05%	299
2017 Q3	$677K	Buy	87,819 +60,719	+224%	+$463K	0.06%	293
2017 Q2	$191K	Sell	27,100 -23,663	-47%	-$176K	0.03%	457
2017 Q1	$363K	Sell	50,763 -108	-0.2%	-$839	0.04%	374
2016 Q4	$389K	Buy	+50,871	New	+$369K	0.05%	323

Other funds holding SMFG

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

PPA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CAC

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Level Four Advisory Services's SMFG Position: Q3 2021 in Review

Level Four Advisory Services sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2021, closing a stake of 194,590 shares — an estimated $1.34M sold.

Level Four Advisory Services first reported a position in SMFG in Q4 2016 and held it in 19 quarters. The position peaked at $9.48M in Q4 2019. 235 funds tracked by Wall St. Rank hold SMFG as of Q3 2021.

Level Four Advisory Services reported no remaining Sumitomo Mitsui Financial position as of Q3 2021 after selling out during the quarter.
Level Four Advisory Services sold 194,590 Sumitomo Mitsui Financial shares in Q3 2021, an estimated $1.34M.
Level Four Advisory Services first reported a position in Sumitomo Mitsui Financial in Q4 2016 and held it in 19 quarters.
Level Four Advisory Services's Sumitomo Mitsui Financial position peaked at $9.48M in Q4 2019.
235 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2021.

Based on Level Four Advisory Services's 13F filing for Q3 2021, filed 12 Oct 2021.