QI
SMFG icon

Qtron Investments’s Sumitomo Mitsui Financial SMFG Stock Holding History

Qtron Investments’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
2023
Q1 		– Sell
-42,937
Closed -$344K – 451
2022
Q4 		$344K Hold
42,937
– – 0.07% 319
2022
Q3 		$236K Sell
42,937
-89,389
-68% -$539K 0.06% 374
2022
Q2 		$781K Hold
132,326
– – 0.17% 163
2022
Q1 		$830K Hold
132,326
– – 0.19% 153
2021
Q4 		$898K Buy
132,326
+64,215
+94% +$435K 0.2% 153
2021
Q3 		$477K Buy
68,111
+11,578
+20% +$80.6K 0.13% 222
2021
Q2 		$390K Sell
56,533
-19,475
-26% -$140K 0.1% 248
2021
Q1 		$551K Buy
+76,008
New +$529K 0.15% 181

Other funds holding SMFG

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIM
Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return