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

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

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

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

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

CIM

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Qtron Investments's SMFG Position: Q1 2023 in Review

Qtron Investments sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2023, closing a stake of 42,937 shares — an estimated $344K sold.

Qtron Investments first reported a position in SMFG in Q1 2021 and held it in 8 quarters. The position peaked at $898K in Q4 2021. 265 funds tracked by Wall St. Rank hold SMFG as of Q1 2023.

Qtron Investments reported no remaining Sumitomo Mitsui Financial position as of Q1 2023 after selling out during the quarter.
Qtron Investments sold 42,937 Sumitomo Mitsui Financial shares in Q1 2023, an estimated $344K.
Qtron Investments first reported a position in Sumitomo Mitsui Financial in Q1 2021 and held it in 8 quarters.
Qtron Investments's Sumitomo Mitsui Financial position peaked at $898K in Q4 2021.
265 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2023.

Based on Qtron Investments's 13F filing for Q1 2023, filed 11 May 2023.