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Oliver Lagore Vanvalin Investment Group’s Sumitomo Mitsui Financial SMFG Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
Q2 		– Sell
-297
Closed -$3.5K – 806
2024
Q1 		$3.5K Buy
+297
New +$3.19K ﹤0.01% 561

Other funds holding SMFG

GAM
Groupama Asset Management Paris, France $6.85B AUM 43.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIM
Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's SMFG Position: Q2 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2024, closing a stake of 297 shares — an estimated $3.5K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in SMFG in Q1 2024 and held it in 1 quarter. The position peaked at $3.5K in Q1 2024. 324 funds tracked by Wall St. Rank hold SMFG as of Q2 2024.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Sumitomo Mitsui Financial position as of Q2 2024 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 297 Sumitomo Mitsui Financial shares in Q2 2024, an estimated $3.5K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Sumitomo Mitsui Financial in Q1 2024 and held it in 1 quarter.
  • Oliver Lagore Vanvalin Investment Group's Sumitomo Mitsui Financial position peaked at $3.5K in Q1 2024.
  • 324 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2024, filed 15 Aug 2024.