Private Capital Group’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

Private Capital Group’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
2022 Q2	$54K	Sell	9,103 -558	-6%	-$3.37K	0.04%	454
2022 Q1	$61K	Sell	9,661 -2,795	-22%	-$19.9K	0.01%	574
2021 Q4	$85K	Sell	12,456 -898	-7%	-$6.08K	0.02%	487
2021 Q3	$94K	Sell	13,354 -599	-4%	-$4.17K	0.02%	451
2021 Q2	$96K	Buy	13,953 +1,044	+8%	+$7.49K	0.02%	429
2021 Q1	$94K	Sell	12,909 -2,090	-14%	-$14.6K	0.02%	406
2020 Q4	$93K	Sell	14,999 -4,006	-21%	-$23.5K	0.02%	527
2020 Q3	$106K	Sell	19,005 -540	-3%	-$3.1K	0.02%	433
2020 Q2	$110K	Sell	19,545 -2,217	-10%	-$12K	0.02%	411
2020 Q1	$104K	Buy	21,762 +5,657	+35%	+$36.4K	0.03%	390
2019 Q4	$119K	Buy	16,105 +4,286	+36%	+$30.8K	0.03%	399
2019 Q3	$81K	Buy	11,819 +5,264	+80%	+$36K	0.01%	562
2019 Q2	$51K	Sell	6,555 -5,560	-46%	-$39.4K	0.01%	659
2019 Q1	$85K	Buy	12,115 +4,510	+59%	+$32.3K	0.02%	533
2018 Q4	$50K	Sell	7,605 -2,593	-25%	-$19.4K	0.01%	663
2018 Q3	$81K	Buy	10,198 +2,095	+26%	+$16.6K	0.02%	506
2018 Q2	$62K	Sell	8,103 -2,807	-26%	-$23.3K	0.01%	604
2018 Q1	$93K	Buy	10,910 +6,166	+130%	+$55.1K	0.02%	434
2017 Q4	$91K	Buy	+4,744	New	+$38.4K	0.02%	452

Other funds holding SMFG

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

CIM

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

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

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

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

CAC

Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Private Capital Group's SMFG Position: Q2 2022 in Review

Private Capital Group reduced its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 5.8% in Q2 2022, selling an estimated $3.37K and leaving 9,103 shares worth $54K. The position accounts for 0.04% of the portfolio, ranked #454.

Private Capital Group first reported a position in SMFG in Q4 2017 and has held it in 19 quarters since. The position peaked at $119K in Q4 2019. 244 funds tracked by Wall St. Rank hold SMFG as of Q2 2022.

Private Capital Group held 9,103 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $54K as of Q2 2022.
Private Capital Group sold 558 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2022, an estimated $3.37K.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.04% of Private Capital Group's portfolio in Q2 2022, its #454 holding.
Private Capital Group first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2017 and has held it in 19 quarters since.
Private Capital Group's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $119K in Q4 2019.
244 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 Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.