Paloma Partners’s Sumitomo Mitsui Financial SMFG Stock Holding History

Paloma Partners’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
2022 Q2	–	Sell	-65,277	Closed	-$409K	–	1697
2022 Q1	$409K	Buy	+65,277	New	+$465K	0.01%	923
2020 Q1	–	Sell	-18,795	Closed	-$139K	–	1996
2019 Q4	$139K	Buy	+18,795	New	+$135K	﹤0.01%	2024
2018 Q1	–	Sell	-14,472	Closed	-$126K	–	2245
2017 Q4	$126K	Hold	14,472	–	–	﹤0.01%	1779
2017 Q3	$112K	Hold	14,472	–	–	﹤0.01%	2027
2017 Q2	$114K	Sell	14,472 -21,183	-59%	-$157K	﹤0.01%	2070
2017 Q1	$258K	Buy	+35,655	New	+$277K	﹤0.01%	1782

Other funds holding SMFG

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

CIM

Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

CAC

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Paloma Partners's SMFG Position: Q2 2022 in Review

Paloma Partners sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2022, closing a stake of 65,277 shares — an estimated $409K sold.

Paloma Partners first reported a position in SMFG in Q1 2017 and held it in 6 quarters. The position peaked at $409K in Q1 2022. 243 funds tracked by Wall St. Rank hold SMFG as of Q2 2022.

Paloma Partners reported no remaining Sumitomo Mitsui Financial position as of Q2 2022 after selling out during the quarter.
Paloma Partners sold 65,277 Sumitomo Mitsui Financial shares in Q2 2022, an estimated $409K.
Paloma Partners first reported a position in Sumitomo Mitsui Financial in Q1 2017 and held it in 6 quarters.
Paloma Partners's Sumitomo Mitsui Financial position peaked at $409K in Q1 2022.
243 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2022.

Based on Paloma Partners's 13F filing for Q2 2022, filed 15 Aug 2022.