Morningstar Investment Services’s Sumitomo Mitsui Financial SMFG Stock Holding History
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
CCMG
Morningstar Investment Services's SMFG Position: Q4 2024 in Review
Morningstar Investment Services sold out of Sumitomo Mitsui Financial (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 position as of Q4 2024 after selling out during the quarter.
- Morningstar Investment Services sold 84,609 Sumitomo Mitsui Financial shares in Q4 2024, an estimated $1.03M.
- Morningstar Investment Services first reported a position in Sumitomo Mitsui Financial in Q2 2016 and held it in 34 quarters.
- Morningstar Investment Services's Sumitomo Mitsui Financial position peaked at $1.6M in Q4 2023.
- 348 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2024.
Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.