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Morningstar Investment Services’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

Morningstar Investment Services’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
2024
Q4 		– Sell
-84,609
Closed -$1.03M – 349
2024
Q3 		$1.03M Buy
84,609
+1,944
+2% +$25.7K 0.01% 207
2024
Q2 		$1.08M Sell
82,665
-955
-1% -$11.6K 0.01% 197
2024
Q1 		$988K Sell
83,620
-82,684
-50% -$887K 0.01% 188
2023
Q4 		$1.6M Buy
166,304
+84,276
+103% +$817K 0.01% 197
2023
Q3 		$827K Buy
82,028
+4,362
+6% +$40.3K 0.01% 187
2023
Q2 		$667K Buy
77,666
+5,023
+7% +$41.5K 0.01% 183
2023
Q1 		$575K Buy
72,643
+3,705
+5% +$31.4K 0.01% 180
2022
Q4 		$564K Sell
68,938
-2,394
-3% -$15.2K 0.01% 175
2022
Q3 		$400K Buy
71,332
+3,578
+5% +$21.6K 0.01% 178
2022
Q2 		$405K Buy
67,754
+12,415
+22% +$75K 0.01% 184
2022
Q1 		$364K Buy
55,339
+3,050
+6% +$21.7K ﹤0.01% 198
2021
Q4 		$355K Buy
52,289
+3,754
+8% +$25.4K ﹤0.01% 203
2021
Q3 		$352K Buy
48,535
+8,664
+22% +$60.3K ﹤0.01% 199
2021
Q2 		$278K Buy
39,871
+8,190
+26% +$58.7K ﹤0.01% 202
2021
Q1 		$236K Buy
31,681
+4,171
+15% +$29.1K ﹤0.01% 196
2020
Q4 		$170K Sell
27,510
-18,893
-41% -$111K ﹤0.01% 201
2020
Q3 		$266K Sell
46,403
-1,031
-2% -$5.91K ﹤0.01% 182
2020
Q2 		$268K Sell
47,434
-2,611
-5% -$14.1K ﹤0.01% 183
2020
Q1 		$255K Sell
50,045
-1,359
-3% -$8.75K ﹤0.01% 189
2019
Q4 		$381K Buy
51,404
+3,978
+8% +$28.6K 0.01% 158
2019
Q3 		$325K Sell
47,426
-4,938
-9% -$33.7K 0.01% 160
2019
Q2 		$370K Buy
52,364
+9,860
+23% +$69.8K 0.01% 179
2019
Q1 		$299K Sell
42,504
-7,611
-15% -$54.4K 0.01% 181
2018
Q4 		$326K Buy
50,115
+296
+0.6% +$2.21K 0.01% 177
2018
Q3 		$400K Sell
49,819
-2,839
-5% -$22.4K 0.01% 164
2018
Q2 		$409K Buy
52,658
+3,576
+7% +$29.7K 0.01% 165
2018
Q1 		$417K Buy
49,082
+5,623
+13% +$50.2K 0.01% 161
2017
Q4 		$378K Buy
43,459
+5,840
+16% +$47.3K 0.01% 168
2017
Q3 		$290K Buy
37,619
+5,147
+16% +$39.2K 0.01% 177
2017
Q2 		$255K Buy
32,472
+7,414
+30% +$55.1K 0.01% 171
2017
Q1 		$182K Buy
25,058
+6,158
+33% +$47.8K ﹤0.01% 178
2016
Q4 		$144K Buy
18,900
+8
+0% +$58 ﹤0.01% 183
2016
Q3 		$128K Sell
18,892
-201
-1% -$1.3K ﹤0.01% 217
2016
Q2 		$109K Buy
+19,093
New +$117K ﹤0.01% 209

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Clark Capital Management Group
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morningstar Investment Services's SMFG Position: Q4 2024 in Review

Morningstar Investment Services sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q4 2024, closing a stake of 84,609 shares — an estimated $1.03M sold.

Morningstar Investment Services first reported a position in SMFG in Q2 2016 and held it in 34 quarters. The position peaked at $1.6M in Q4 2023. 348 funds tracked by Wall St. Rank hold SMFG as of Q4 2024.

  • Morningstar Investment Services reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 84,609 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q4 2024, an estimated $1.03M.
  • Morningstar Investment Services first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q2 2016 and held it in 34 quarters.
  • Morningstar Investment Services's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $1.6M in Q4 2023.
  • 348 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.