Oxford Asset Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Oxford Asset Management’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
2019 Q4	–	Sell	-253,022	Closed	-$1.73M	–	2059
2019 Q3	$1.73M	Buy	+253,022	New	+$1.73M	0.04%	628
2016 Q2	–	Sell	-54,576	Closed	-$328K	–	868
2016 Q1	$328K	Sell	54,576 -377,200	-87%	-$2.35M	0.01%	666
2015 Q4	$3.29M	Sell	431,776 -20,500	-5%	-$161K	0.08%	286
2015 Q3	$3.45M	Buy	+452,276	New	+$3.8M	0.11%	192
2013 Q4	–	Sell	-190,147	Closed	-$1.85M	–	781
2013 Q3	$1.85M	Buy	190,147 +85,117	+81%	+$808K	0.04%	476
2013 Q2	$968K	Buy	+105,030	New	+$938K	0.03%	597

Other funds holding SMFG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

CAC

Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PPA

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Oxford Asset Management's SMFG Position: Q4 2019 in Review

Oxford Asset Management sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2019, closing a stake of 253,022 shares — an estimated $1.73M sold.

Oxford Asset Management first reported a position in SMFG in Q2 2013 and held it in 6 quarters. The position peaked at $3.45M in Q3 2015. 241 funds tracked by Wall St. Rank hold SMFG as of Q4 2019.

Oxford Asset Management reported no remaining Sumitomo Mitsui Financial position as of Q4 2019 after selling out during the quarter.
Oxford Asset Management sold 253,022 Sumitomo Mitsui Financial shares in Q4 2019, an estimated $1.73M.
Oxford Asset Management first reported a position in Sumitomo Mitsui Financial in Q2 2013 and held it in 6 quarters.
Oxford Asset Management's Sumitomo Mitsui Financial position peaked at $3.45M in Q3 2015.
241 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2019.

Based on Oxford Asset Management's 13F filing for Q4 2019, filed 13 Feb 2020.