Miles Capital’s Sumitomo Mitsui Financial SMFG Stock Holding History

Miles Capital’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
2020 Q1	$93K	Buy	19,394 +289	+2%	+$1.86K	0.1%	127
2019 Q4	$142K	Sell	19,105 -316	-2%	-$2.27K	0.11%	184
2019 Q3	$133K	Hold	19,421	–	–	0.11%	175
2019 Q2	$137K	Sell	19,421 -1,449	-7%	-$10.3K	0.11%	176
2019 Q1	$147K	Buy	20,870 +289	+1%	+$2.07K	0.13%	159
2018 Q4	$134K	Buy	20,581 +1,567	+8%	+$11.7K	0.13%	147
2018 Q3	$153K	Sell	19,014 -6,277	-25%	-$49.6K	0.12%	182
2018 Q2	$197K	Sell	25,291 -192	-0.8%	-$1.59K	0.12%	177
2018 Q1	$217K	Buy	25,483 +3,586	+16%	+$32K	0.12%	190
2017 Q4	$190K	Hold	21,897	–	–	0.11%	178
2017 Q3	$169K	Buy	21,897 +9,364	+75%	+$71.4K	0.1%	177
2017 Q2	$99K	Hold	12,533	–	–	0.05%	211
2017 Q1	$91K	Hold	12,533	–	–	0.05%	201
2016 Q4	$96K	Buy	12,533 +2,276	+22%	+$16.5K	0.06%	185
2016 Q3	$69K	Buy	+10,257	New	+$66.5K	0.05%	144

Other funds holding SMFG

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

CIM

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

Miles Capital's SMFG Position: Q1 2020 in Review

Miles Capital increased its Sumitomo Mitsui Financial (SMFG) stake by 1.5% in Q1 2020, buying an estimated $1.86K and bringing the position to 19,394 shares worth $93K. The position accounts for 0.1% of the portfolio, ranked #127.

Miles Capital first reported a position in SMFG in Q3 2016 and has held it in 15 quarters since. The position peaked at $217K in Q1 2018. 219 funds tracked by Wall St. Rank hold SMFG as of Q1 2020.

Miles Capital held 19,394 shares of Sumitomo Mitsui Financial worth $93K as of Q1 2020.
Miles Capital bought 289 Sumitomo Mitsui Financial shares in Q1 2020, an estimated $1.86K.
Sumitomo Mitsui Financial made up 0.1% of Miles Capital's portfolio in Q1 2020, its #127 holding.
Miles Capital first reported a position in Sumitomo Mitsui Financial in Q3 2016 and has held it in 15 quarters since.
Miles Capital's Sumitomo Mitsui Financial position peaked at $217K in Q1 2018.
219 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2020.

Based on Miles Capital's 13F filing for Q1 2020, filed 13 May 2020.