Lord, Abbett & Co
SMFG icon

Lord, Abbett & Co’s Sumitomo Mitsui Financial SMFG Stock Holding History

Lord, Abbett & Co’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
2016
Q4 		– Sell
-22,157
Closed -$149K – 947
2016
Q3 		$149K Sell
22,157
-6,541
-23% -$42.4K ﹤0.01% 853
2016
Q2 		$165K Sell
28,698
-7,343
-20% -$44.9K ﹤0.01% 860
2016
Q1 		$217K Buy
36,041
+1,853
+5% +$11.6K ﹤0.01% 867
2015
Q4 		$260K Sell
34,188
-5,998
-15% -$47.2K ﹤0.01% 866
2015
Q3 		$307K Sell
40,186
-2,154
-5% -$18.1K ﹤0.01% 891
2015
Q2 		$377K Sell
42,340
-336,771
-89% -$2.92M ﹤0.01% 905
2015
Q1 		$2.94M Buy
379,111
+15,796
+4% +$118K 0.01% 813
2014
Q4 		$2.65M Buy
363,315
+76,560
+27% +$581K 0.01% 829
2014
Q3 		$2.35M Buy
+286,755
New +$2.35M 0.01% 868

Other funds holding SMFG

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NMC
Nine Masts Capital Central, Hong Kong $693M AUM 31.93% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 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