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Prelude Capital Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Prelude Capital Management’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
2019
Q4 		– Sell
-190,500
Closed -$1.3M – 2219
2019
Q3 		$1.3M Buy
190,500
+109,000
+134% +$745K 0.06% 266
2019
Q2 		$575K Buy
+81,500
New +$577K 0.03% 470

Other funds holding SMFG

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CIM
Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Prelude Capital Management's SMFG Position: Q4 2019 in Review

Prelude Capital Management sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2019, closing a stake of 190,500 shares — an estimated $1.3M sold.

Prelude Capital Management first reported a position in SMFG in Q2 2019 and held it in 2 quarters. The position peaked at $1.3M in Q3 2019. 241 funds tracked by Wall St. Rank hold SMFG as of Q4 2019.

  • Prelude Capital Management reported no remaining Sumitomo Mitsui Financial position as of Q4 2019 after selling out during the quarter.
  • Prelude Capital Management sold 190,500 Sumitomo Mitsui Financial shares in Q4 2019, an estimated $1.3M.
  • Prelude Capital Management first reported a position in Sumitomo Mitsui Financial in Q2 2019 and held it in 2 quarters.
  • Prelude Capital Management's Sumitomo Mitsui Financial position peaked at $1.3M in Q3 2019.
  • 241 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2019.

Based on Prelude Capital Management's 13F filing for Q4 2019, filed 14 Feb 2020.