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	-2,000	Closed	-$26.8K	–	4035
2024 Q2	$26.8K	Sell	2,000 -25,500	-93%	-$309K	﹤0.01%	3241
2024 Q1	$324K	Buy	27,500 +2,900	+12%	+$31.1K	﹤0.01%	2745
2023 Q4	$238K	Buy	24,600 +23,900	+3,414%	+$232K	﹤0.01%	3127
2023 Q3	$6.89K	Sell	700 -9,700	-93%	-$89.7K	﹤0.01%	3836
2023 Q2	$89.4K	Sell	10,400 -23,700	-70%	-$196K	﹤0.01%	3270
2023 Q1	$273K	Buy	+34,100	New	+$289K	﹤0.01%	2885
2022 Q3	–	Sell	-10,400	Closed	-$89.4K	–	6017
2022 Q2	$89.4K	Buy	+10,400	New	+$62.8K	﹤0.01%	5304
2021 Q2	–	Sell	-100	Closed	-$1K	–	5698
2021 Q1	$1K	Buy	+100	New	+$697	﹤0.01%	4741

Other funds holding SMFG

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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. 310 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.
310 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.