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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
Q3 		– Sell
-20,800
Closed -$279K – 4034
2024
Q2 		$279K Sell
20,800
-2,000
-9% -$24.2K ﹤0.01% 2592
2024
Q1 		$268K Buy
+22,800
New +$245K ﹤0.01% 2876
2023
Q3 		– Sell
-45,800
Closed -$394K – 4539
2023
Q2 		$394K Hold
45,800
– – ﹤0.01% 2376
2023
Q1 		$366K Buy
+45,800
New +$388K ﹤0.01% 2657
2022
Q3 		– Sell
-45,800
Closed -$394K – 6015
2022
Q2 		$394K Buy
+45,800
New +$277K ﹤0.01% 4084

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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.