Ninety One (UK)
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Ninety One (UK)’s Sumitomo Mitsui Financial SMFG Stock Holding History

Ninety One (UK)’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
Q4 		– Sell
-348,119
Closed -$3.43M – 193
2023
Q3 		$3.43M Hold
348,119
– – 0.01% 161
2023
Q2 		$2.99M Buy
348,119
+65,939
+23% +$545K 0.01% 166
2023
Q1 		$2.26M Buy
+282,180
New +$2.39M 0.01% 166

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIM
Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ninety One (UK)'s SMFG Position: Q4 2023 in Review

Ninety One (UK) sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2023, closing a stake of 348,119 shares — an estimated $3.43M sold.

Ninety One (UK) first reported a position in SMFG in Q1 2023 and held it in 3 quarters. The position peaked at $3.43M in Q3 2023. 308 funds tracked by Wall St. Rank hold SMFG as of Q4 2023.

  • Ninety One (UK) reported no remaining Sumitomo Mitsui Financial position as of Q4 2023 after selling out during the quarter.
  • Ninety One (UK) sold 348,119 Sumitomo Mitsui Financial shares in Q4 2023, an estimated $3.43M.
  • Ninety One (UK) first reported a position in Sumitomo Mitsui Financial in Q1 2023 and held it in 3 quarters.
  • Ninety One (UK)'s Sumitomo Mitsui Financial position peaked at $3.43M in Q3 2023.
  • 308 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2023.

Based on Ninety One (UK)'s 13F filing for Q4 2023, filed 31 Jan 2024.