Orbis Allan Gray
SMFG icon

Orbis Allan Gray’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

Orbis Allan Gray’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
-125,203
Closed -$1.47M – 78
2024
Q1 		$1.47M Hold
125,203
– – 0.01% 70
2023
Q4 		$1.21M Hold
125,203
– – 0.01% 72
2023
Q3 		$1.23M Hold
125,203
– – 0.01% 74
2023
Q2 		$1.08M Hold
125,203
– – 0.01% 73
2023
Q1 		$1M Sell
125,203
-425,929
-77% -$3.6M 0.01% 71
2022
Q4 		$4.42M Buy
551,132
+471,618
+593% +$3M 0.04% 68
2022
Q3 		$437K Hold
79,514
– – ﹤0.01% 71
2022
Q2 		$469K Sell
79,514
-3,624
-4% -$21.9K ﹤0.01% 71
2022
Q1 		$521K Hold
83,138
– – ﹤0.01% 71
2021
Q4 		$565K Hold
83,138
– – ﹤0.01% 63
2021
Q3 		$583K Hold
83,138
– – ﹤0.01% 61
2021
Q2 		$573K Hold
83,138
– – ﹤0.01% 65
2021
Q1 		$603K Hold
83,138
– – ﹤0.01% 63
2020
Q4 		$513K Hold
83,138
– – ﹤0.01% 61
2020
Q3 		$465K Hold
83,138
– – ﹤0.01% 59
2020
Q2 		$467K Hold
83,138
– – ﹤0.01% 60
2020
Q1 		$398K Hold
83,138
– – ﹤0.01% 60
2019
Q4 		$616K Hold
83,138
– – ﹤0.01% 62
2019
Q3 		$569K Hold
83,138
– – ﹤0.01% 59
2019
Q2 		$587K Sell
83,138
-4,572
-5% -$32.4K ﹤0.01% 55
2019
Q1 		$617K Hold
87,710
– – ﹤0.01% 54
2018
Q4 		$571K Sell
87,710
-282,748
-76% -$2.11M ﹤0.01% 50
2018
Q3 		$2.98M Sell
370,458
-875,113
-70% -$6.92M 0.02% 47
2018
Q2 		$9.7M Sell
1,245,571
-930
-0.1% -$7.73K 0.05% 52
2018
Q1 		$10.6M Sell
1,246,501
-357,632
-22% -$3.2M 0.06% 54
2017
Q4 		$13.9M Hold
1,604,133
– – 0.08% 49
2017
Q3 		$12.4M Hold
1,604,133
– – 0.08% 54
2017
Q2 		$12.6M Sell
1,604,133
-87,445
-5% -$650K 0.08% 54
2017
Q1 		$12.3M Buy
1,691,578
+90,785
+6% +$705K 0.08% 54
2016
Q4 		$12.2M Sell
1,600,793
-236,401
-13% -$1.72M 0.09% 55
2016
Q3 		$12.4M Buy
1,837,194
+584,189
+47% +$3.79M 0.09% 63
2016
Q2 		$7.17M Buy
1,253,005
+928,753
+286% +$5.67M 0.05% 64
2016
Q1 		$1.95M Buy
+324,252
New +$2.02M 0.02% 74

Other funds holding SMFG

Groupama Asset Management
Groupama Asset Management Paris, France $7.93B AUM 57.28% 1-Year Est. Return
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
Clark Capital Management Group
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 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
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

Orbis Allan Gray's SMFG Position: Q2 2024 in Review

Orbis Allan Gray sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q2 2024, closing a stake of 125,203 shares — an estimated $1.47M sold.

Orbis Allan Gray first reported a position in SMFG in Q1 2016 and held it in 33 quarters. The position peaked at $13.9M in Q4 2017. 324 funds tracked by Wall St. Rank hold SMFG as of Q2 2024.

  • Orbis Allan Gray reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q2 2024 after selling out during the quarter.
  • Orbis Allan Gray sold 125,203 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2024, an estimated $1.47M.
  • Orbis Allan Gray first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q1 2016 and held it in 33 quarters.
  • Orbis Allan Gray's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $13.9M in Q4 2017.
  • 324 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) as of Q2 2024.

Based on Orbis Allan Gray's 13F filing for Q2 2024, filed 14 Aug 2024.