McIlrath & Eck’s Sumitomo Mitsui Financial SMFG Stock Holding History

McIlrath & Eck’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
2022 Q1	–	Sell	-1,032	Closed	-$7K	–	837
2021 Q4	$7K	Hold	1,032	–	–	﹤0.01%	593
2021 Q3	$7K	Hold	1,032	–	–	﹤0.01%	581
2021 Q2	$7K	Hold	1,032	–	–	﹤0.01%	584
2021 Q1	$7K	Hold	1,032	–	–	﹤0.01%	546
2020 Q4	$6K	Hold	1,032	–	–	﹤0.01%	511
2020 Q3	$6K	Hold	1,032	–	–	﹤0.01%	465
2020 Q2	$6K	Hold	1,032	–	–	﹤0.01%	452
2020 Q1	$5K	Hold	1,032	–	–	﹤0.01%	446
2019 Q4	$8K	Hold	1,032	–	–	﹤0.01%	418
2019 Q3	$7K	Hold	1,032	–	–	﹤0.01%	418
2019 Q2	$7K	Hold	1,032	–	–	﹤0.01%	409
2019 Q1	$7K	Buy	+1,032	New	+$7.38K	﹤0.01%	409

Other funds holding SMFG

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAC

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

McIlrath & Eck's SMFG Position: Q1 2022 in Review

McIlrath & Eck sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2022, closing a stake of 1,032 shares — an estimated $7K sold.

McIlrath & Eck first reported a position in SMFG in Q1 2019 and held it in 12 quarters. The position peaked at $8K in Q4 2019. 249 funds tracked by Wall St. Rank hold SMFG as of Q1 2022.

McIlrath & Eck reported no remaining Sumitomo Mitsui Financial position as of Q1 2022 after selling out during the quarter.
McIlrath & Eck sold 1,032 Sumitomo Mitsui Financial shares in Q1 2022, an estimated $7K.
McIlrath & Eck first reported a position in Sumitomo Mitsui Financial in Q1 2019 and held it in 12 quarters.
McIlrath & Eck's Sumitomo Mitsui Financial position peaked at $8K in Q4 2019.
249 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2022.

Based on McIlrath & Eck's 13F filing for Q1 2022, filed 11 May 2022.