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Orbis Holdings’s Sumitomo Mitsui Financial 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
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ClearBridge Investments
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
AG
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 (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 worth $2.46M as of Q4 2015.
  • Orbis Holdings sold 526,776 Sumitomo Mitsui Financial shares in Q4 2015, an estimated $4.15M.
  • Sumitomo Mitsui Financial 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 in Q1 2015 and has held it in 4 quarters since.
  • Orbis Holdings's Sumitomo Mitsui Financial position peaked at $7.57M in Q2 2015.
  • 198 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2015.

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