NSIM
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North Star Investment Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

North Star Investment Management’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
2019
Q4 		– Sell
-695
Closed -$5K – 1088
2019
Q3 		$5K Buy
+695
New +$4.75K ﹤0.01% 934

Other funds holding SMFG

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Lazard Asset Management
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CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

North Star Investment Management's SMFG Position: Q4 2019 in Review

North Star Investment Management sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2019, closing a stake of 695 shares — an estimated $5K sold.

North Star Investment Management first reported a position in SMFG in Q3 2019 and held it in 1 quarter. The position peaked at $5K in Q3 2019. 241 funds tracked by Wall St. Rank hold SMFG as of Q4 2019.

  • North Star Investment Management reported no remaining Sumitomo Mitsui Financial position as of Q4 2019 after selling out during the quarter.
  • North Star Investment Management sold 695 Sumitomo Mitsui Financial shares in Q4 2019, an estimated $5K.
  • North Star Investment Management first reported a position in Sumitomo Mitsui Financial in Q3 2019 and held it in 1 quarter.
  • North Star Investment Management's Sumitomo Mitsui Financial position peaked at $5K in Q3 2019.
  • 241 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2019.

Based on North Star Investment Management's 13F filing for Q4 2019, filed 29 Jan 2020.