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Procyon Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Procyon Advisors’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
2020
Q3 		– Sell
-2,283
Closed -$13K – 906
2020
Q2 		$13K Buy
2,283
+12
+0.5% +$65 0.01% 612
2020
Q1 		$11K Sell
2,271
-3,267
-59% -$21K 0.01% 583
2019
Q4 		$41K Buy
+5,538
New +$39.8K 0.03% 373

Other funds holding SMFG

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
CIM
Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return

Procyon Advisors's SMFG Position: Q3 2020 in Review

Procyon Advisors sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2020, closing a stake of 2,283 shares — an estimated $13K sold.

Procyon Advisors first reported a position in SMFG in Q4 2019 and held it in 3 quarters. The position peaked at $41K in Q4 2019. 201 funds tracked by Wall St. Rank hold SMFG as of Q3 2020.

  • Procyon Advisors reported no remaining Sumitomo Mitsui Financial position as of Q3 2020 after selling out during the quarter.
  • Procyon Advisors sold 2,283 Sumitomo Mitsui Financial shares in Q3 2020, an estimated $13K.
  • Procyon Advisors first reported a position in Sumitomo Mitsui Financial in Q4 2019 and held it in 3 quarters.
  • Procyon Advisors's Sumitomo Mitsui Financial position peaked at $41K in Q4 2019.
  • 201 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2020.

Based on Procyon Advisors's 13F filing for Q3 2020, filed 22 Oct 2020.