Parallax Volatility Advisers
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Parallax Volatility Advisers’s Sumitomo Mitsui Financial SMFG Stock Holding History

Parallax Volatility Advisers’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
2023
Q4 		– Sell
-37,330
Closed -$362K – 2462
2023
Q3 		$368K Buy
+37,330
New +$345K ﹤0.01% 1683
2016
Q2 		– Sell
-427,921
Closed -$2.57M – 3443
2016
Q1 		$2.57M Buy
427,921
+199,714
+88% +$1.25M 0.01% 818
2015
Q4 		$1.73M Buy
228,207
+14,065
+7% +$111K ﹤0.01% 1063
2015
Q3 		$1.63M Buy
+214,142
New +$1.8M ﹤0.01% 1105

Other funds holding SMFG

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Parallax Volatility Advisers's SMFG Position: Q4 2023 in Review

Parallax Volatility Advisers sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2023, closing a stake of 37,330 shares — an estimated $362K sold.

Parallax Volatility Advisers first reported a position in SMFG in Q3 2015 and held it in 4 quarters. The position peaked at $2.57M in Q1 2016. 308 funds tracked by Wall St. Rank hold SMFG as of Q4 2023.

  • Parallax Volatility Advisers reported no remaining Sumitomo Mitsui Financial position as of Q4 2023 after selling out during the quarter.
  • Parallax Volatility Advisers sold 37,330 Sumitomo Mitsui Financial shares in Q4 2023, an estimated $362K.
  • Parallax Volatility Advisers first reported a position in Sumitomo Mitsui Financial in Q3 2015 and held it in 4 quarters.
  • Parallax Volatility Advisers's Sumitomo Mitsui Financial position peaked at $2.57M in Q1 2016.
  • 308 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2023.

Based on Parallax Volatility Advisers's 13F filing for Q4 2023, filed 14 Feb 2024.