Peapack-Gladstone Financial Corp’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

Peapack-Gladstone Financial Corp’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 Q1	–	Sell	-11,815	Closed	-$95K	–	713
2022 Q4	$95K	Sell	11,815 -61	-0.5%	-$389	﹤0.01%	652
2022 Q3	$65K	Buy	11,876 +517	+5%	+$3.12K	﹤0.01%	665
2022 Q2	$67K	Buy	11,359 +238	+2%	+$1.44K	﹤0.01%	632
2022 Q1	$70K	Buy	11,121 +487	+5%	+$3.47K	﹤0.01%	680
2021 Q4	$72K	Buy	10,634 +101	+1%	+$684	﹤0.01%	672
2021 Q3	$74K	Buy	10,533 +195	+2%	+$1.36K	﹤0.01%	662
2021 Q2	$71K	Buy	10,338 +53	+0.5%	+$380	﹤0.01%	628
2021 Q1	$75K	Buy	10,285 +166	+2%	+$1.16K	﹤0.01%	589
2020 Q4	$62K	Sell	10,119 -337	-3%	-$1.98K	﹤0.01%	429
2020 Q3	$58K	Buy	+10,456	New	+$59.9K	﹤0.01%	372

Other funds holding SMFG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CIM

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Peapack-Gladstone Financial Corp's SMFG Position: Q1 2023 in Review

Peapack-Gladstone Financial Corp sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q1 2023, closing a stake of 11,815 shares — an estimated $95K sold.

Peapack-Gladstone Financial Corp first reported a position in SMFG in Q3 2020 and held it in 10 quarters. The position peaked at $95K in Q4 2022. 265 funds tracked by Wall St. Rank hold SMFG as of Q1 2023.

Peapack-Gladstone Financial Corp reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q1 2023 after selling out during the quarter.
Peapack-Gladstone Financial Corp sold 11,815 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q1 2023, an estimated $95K.
Peapack-Gladstone Financial Corp first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q3 2020 and held it in 10 quarters.
Peapack-Gladstone Financial Corp's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $95K in Q4 2022.
265 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) as of Q1 2023.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q1 2023, filed 15 May 2023.