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Private Capital Group’s Sumitomo Mitsui Financial 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
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Arrowstreet Capital
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jane Street
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 (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 worth $54K as of Q2 2022.
  • Private Capital Group sold 558 Sumitomo Mitsui Financial shares in Q2 2022, an estimated $3.37K.
  • Sumitomo Mitsui Financial 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 in Q4 2017 and has held it in 19 quarters since.
  • Private Capital Group's Sumitomo Mitsui Financial position peaked at $119K in Q4 2019.
  • 244 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2022.

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