Private Ocean’s Sumitomo Mitsui Financial SMFG Stock Holding History

Private Ocean’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 Q2	–	Sell	-104	Closed	-$1.22K	–	674
2024 Q1	$1.22K	Buy	+104	New	+$1.12K	﹤0.01%	470

Other funds holding SMFG

GAM

Groupama Asset Management Paris, France $6.85B AUM 43.37% 1-Year Est. Return

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

CIM

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Private Ocean's SMFG Position: Q2 2024 in Review

Private Ocean sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2024, closing a stake of 104 shares — an estimated $1.22K sold.

Private Ocean first reported a position in SMFG in Q1 2024 and held it in 1 quarter. The position peaked at $1.22K in Q1 2024. 323 funds tracked by Wall St. Rank hold SMFG as of Q2 2024.

Private Ocean reported no remaining Sumitomo Mitsui Financial position as of Q2 2024 after selling out during the quarter.
Private Ocean sold 104 Sumitomo Mitsui Financial shares in Q2 2024, an estimated $1.22K.
Private Ocean first reported a position in Sumitomo Mitsui Financial in Q1 2024 and held it in 1 quarter.
Private Ocean's Sumitomo Mitsui Financial position peaked at $1.22K in Q1 2024.
323 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.