Meeder Asset Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Meeder Asset Management’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 Q4	–	Sell	-271	Closed	-$1K	–	1809
2022 Q3	$1K	Buy	+271	New	+$1.63K	﹤0.01%	2016
2020 Q4	–	Sell	-4	Closed	–	–	2184
2020 Q3	$0	Buy	+4	New	+$23	﹤0.01%	2357

Other funds holding SMFG

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

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

CAC

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

Meeder Asset Management's SMFG Position: Q4 2022 in Review

Meeder Asset Management sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2022, closing a stake of 271 shares — an estimated $1K sold.

Meeder Asset Management first reported a position in SMFG in Q3 2020 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 259 funds tracked by Wall St. Rank hold SMFG as of Q4 2022.

Meeder Asset Management reported no remaining Sumitomo Mitsui Financial position as of Q4 2022 after selling out during the quarter.
Meeder Asset Management sold 271 Sumitomo Mitsui Financial shares in Q4 2022, an estimated $1K.
Meeder Asset Management first reported a position in Sumitomo Mitsui Financial in Q3 2020 and held it in 2 quarters.
Meeder Asset Management's Sumitomo Mitsui Financial position peaked at $1K in Q3 2022.
259 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2022.

Based on Meeder Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.