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

Orbis Holdings’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
2015 Q4	$2.46M	Sell	324,252 -526,776	-62%	-$4.15M	0.02%	73
2015 Q3	$6.49M	Hold	851,028	–	–	0.06%	68
2015 Q2	$7.57M	Sell	851,028 -3,084	-0.4%	-$26.8K	0.06%	69
2015 Q1	$6.61M	Buy	+854,112	New	+$6.39M	0.05%	75

Other funds holding SMFG

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Orbis Holdings's SMFG Position: Q4 2015 in Review

Orbis Holdings reduced its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 62% in Q4 2015, selling an estimated $4.15M and leaving 324,252 shares worth $2.46M. The position accounts for 0.02% of the portfolio, ranked #73.

Orbis Holdings first reported a position in SMFG in Q1 2015 and has held it in 4 quarters since. The position peaked at $7.57M in Q2 2015. 198 funds tracked by Wall St. Rank hold SMFG as of Q4 2015.

Orbis Holdings held 324,252 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $2.46M as of Q4 2015.
Orbis Holdings sold 526,776 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q4 2015, an estimated $4.15M.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.02% of Orbis Holdings's portfolio in Q4 2015, its #73 holding.
Orbis Holdings first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q1 2015 and has held it in 4 quarters since.
Orbis Holdings's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $7.57M in Q2 2015.
198 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 Q4 2015.

Based on Orbis Holdings's 13F filing for Q4 2015, filed 16 Feb 2016.