N
SMFG icon

Nuveen’s Sumitomo Mitsui Financial SMFG Stock Holding History

Nuveen’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
2022
Q1 		– Sell
-1,116,709
Closed -$7.58M – 3419
2021
Q4 		$7.58M Sell
1,116,709
-20,793
-2% -$141K ﹤0.01% 1854
2021
Q3 		$7.97M Buy
+1,137,502
New +$7.92M ﹤0.01% 1936
2017
Q1 		– Sell
-15,191
Closed -$119K – 1465
2016
Q4 		$119K Buy
+15,191
New +$110K ﹤0.01% 1472
2014
Q1 		– Sell
-393,993
Closed -$4.13M – 1618
2013
Q4 		$4.13M Buy
393,993
+135,026
+52% +$1.34M 0.03% 554
2013
Q3 		$2.52M Sell
258,967
-42,331
-14% -$402K 0.02% 711
2013
Q2 		$2.78M Buy
+301,298
New +$2.69M 0.02% 647

Other funds holding SMFG

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CIM
Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Nuveen's SMFG Position: Q1 2022 in Review

Nuveen sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2022, closing a stake of 1,116,709 shares — an estimated $7.58M sold.

Nuveen first reported a position in SMFG in Q2 2013 and held it in 6 quarters. The position peaked at $7.97M in Q3 2021. 248 funds tracked by Wall St. Rank hold SMFG as of Q1 2022.

  • Nuveen reported no remaining Sumitomo Mitsui Financial position as of Q1 2022 after selling out during the quarter.
  • Nuveen sold 1,116,709 Sumitomo Mitsui Financial shares in Q1 2022, an estimated $7.58M.
  • Nuveen first reported a position in Sumitomo Mitsui Financial in Q2 2013 and held it in 6 quarters.
  • Nuveen's Sumitomo Mitsui Financial position peaked at $7.97M in Q3 2021.
  • 248 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2022.

Based on Nuveen's 13F filing for Q1 2022, filed 16 May 2022.