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PEAK6 Investments’s Sumitomo Mitsui Financial SMFG Stock Holding History

PEAK6 Investments’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
2024
Q1 		– Sell
-7,967
Closed -$85.5K – 4688
2023
Q4 		$77.1K Sell
7,967
-56,041
-88% -$543K ﹤0.01% 3646
2023
Q3 		$630K Buy
64,008
+62,987
+6,169% +$583K ﹤0.01% 2204
2023
Q2 		$8.78K Buy
1,021
+54
+6% +$446 ﹤0.01% 3652
2023
Q1 		$7.74K Buy
+967
New +$8.18K ﹤0.01% 3979
2022
Q3 		– Sell
-1,021
Closed -$8.78K – 5586
2022
Q2 		$8.78K Buy
+1,021
New +$6.17K ﹤0.01% 3653
2021
Q2 		– Sell
-39,937
Closed -$290K – 5697
2021
Q1 		$290K Buy
+39,937
New +$278K ﹤0.01% 3658

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
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PEAK6 Investments's SMFG Position: Q1 2024 in Review

PEAK6 Investments sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2024, closing a stake of 7,967 shares — an estimated $85.5K sold.

PEAK6 Investments first reported a position in SMFG in Q1 2021 and held it in 6 quarters. The position peaked at $630K in Q3 2023. 311 funds tracked by Wall St. Rank hold SMFG as of Q1 2024.

  • PEAK6 Investments reported no remaining Sumitomo Mitsui Financial position as of Q1 2024 after selling out during the quarter.
  • PEAK6 Investments sold 7,967 Sumitomo Mitsui Financial shares in Q1 2024, an estimated $85.5K.
  • PEAK6 Investments first reported a position in Sumitomo Mitsui Financial in Q1 2021 and held it in 6 quarters.
  • PEAK6 Investments's Sumitomo Mitsui Financial position peaked at $630K in Q3 2023.
  • 311 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2024.

Based on PEAK6 Investments's 13F filing for Q1 2024, filed 14 May 2024.