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Lion Street Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Lion Street Advisors’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 		– Sell
-1,129
Closed -$5K – 348
2020
Q1 		$5K Buy
+1,129
New +$7.27K 0.03% 256

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

Lion Street Advisors's SMFG Position: Q2 2020 in Review

Lion Street Advisors sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2020, closing a stake of 1,129 shares — an estimated $5K sold.

Lion Street Advisors first reported a position in SMFG in Q1 2020 and held it in 1 quarter. The position peaked at $5K in Q1 2020. 222 funds tracked by Wall St. Rank hold SMFG as of Q2 2020.

  • Lion Street Advisors reported no remaining Sumitomo Mitsui Financial position as of Q2 2020 after selling out during the quarter.
  • Lion Street Advisors sold 1,129 Sumitomo Mitsui Financial shares in Q2 2020, an estimated $5K.
  • Lion Street Advisors first reported a position in Sumitomo Mitsui Financial in Q1 2020 and held it in 1 quarter.
  • Lion Street Advisors's Sumitomo Mitsui Financial position peaked at $5K in Q1 2020.
  • 222 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2020.

Based on Lion Street Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.