Michael Gelband’s Sumitomo Mitsui Financial SMFG Stock Holding History

Michael Gelband’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
2023 Q1	–	Sell	-125,086	Closed	-$1M	–	2094
2022 Q4	$1M	Buy	125,086 +63,493	+103%	+$404K	0.01%	939
2022 Q3	$339K	Buy	+61,593	New	+$371K	﹤0.01%	1490
2021 Q4	–	Sell	-78,793	Closed	-$552K	–	2555
2021 Q3	$552K	Buy	78,793 +51,083	+184%	+$356K	0.01%	1324
2021 Q2	$191K	Sell	27,710 -55,932	-67%	-$401K	﹤0.01%	2004
2021 Q1	$606K	Buy	+83,642	New	+$583K	0.01%	1215
2019 Q3	–	Sell	-18,610	Closed	-$131K	–	1613
2019 Q2	$131K	Buy	+18,610	New	+$132K	0.01%	997

Other funds holding SMFG

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

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

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

BlackRock New York $6.73T AUM 46.02% 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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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

Michael Gelband's SMFG Position: Q1 2023 in Review

Michael Gelband sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2023, closing a stake of 125,086 shares — an estimated $1M sold.

Michael Gelband first reported a position in SMFG in Q2 2019 and held it in 6 quarters. The position peaked at $1M in Q4 2022. 265 funds tracked by Wall St. Rank hold SMFG as of Q1 2023.

Michael Gelband reported no remaining Sumitomo Mitsui Financial position as of Q1 2023 after selling out during the quarter.
Michael Gelband sold 125,086 Sumitomo Mitsui Financial shares in Q1 2023, an estimated $1M.
Michael Gelband first reported a position in Sumitomo Mitsui Financial in Q2 2019 and held it in 6 quarters.
Michael Gelband's Sumitomo Mitsui Financial position peaked at $1M in Q4 2022.
265 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2023.

Based on ExodusPoint Capital Management's 13F filing for Q1 2023, filed 11 May 2023.