Marshall Wace North America’s Sumitomo Mitsui Financial SMFG Stock Holding History

Marshall Wace North America’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 Q2	–	Sell	-419,830	Closed	-$3.04M	–	1747
2021 Q1	$3.04M	Buy	+419,830	New	+$2.92M	0.01%	693
2020 Q1	–	Sell	-62,336	Closed	-$462K	–	1569
2019 Q4	$462K	Buy	+62,336	New	+$448K	﹤0.01%	837
2019 Q2	–	Sell	-424,572	Closed	-$2.98M	–	1568
2019 Q1	$2.98M	Sell	424,572 -69,795	-14%	-$499K	0.02%	418
2018 Q4	$3.22M	Buy	+494,367	New	+$3.69M	0.03%	333
2018 Q1	–	Sell	-167,683	Closed	-$1.46M	–	1681
2017 Q4	$1.46M	Buy	+167,683	New	+$1.36M	0.01%	911

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

CIM

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

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

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

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

CAC

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

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

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

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

Marshall Wace North America's SMFG Position: Q2 2021 in Review

Marshall Wace North America sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2021, closing a stake of 419,830 shares — an estimated $3.04M sold.

Marshall Wace North America first reported a position in SMFG in Q4 2017 and held it in 5 quarters. The position peaked at $3.22M in Q4 2018. 225 funds tracked by Wall St. Rank hold SMFG as of Q2 2021.

Marshall Wace North America reported no remaining Sumitomo Mitsui Financial position as of Q2 2021 after selling out during the quarter.
Marshall Wace North America sold 419,830 Sumitomo Mitsui Financial shares in Q2 2021, an estimated $3.04M.
Marshall Wace North America first reported a position in Sumitomo Mitsui Financial in Q4 2017 and held it in 5 quarters.
Marshall Wace North America's Sumitomo Mitsui Financial position peaked at $3.22M in Q4 2018.
225 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2021.

Based on Marshall Wace North America's 13F filing for Q2 2021, filed 13 Aug 2021.