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Retirement Group’s Sumitomo Mitsui Financial SMFG Stock Holding History

Retirement 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
Q3 		– Sell
-210
Closed -$1K – 755
2022
Q2 		$1K Hold
210
– – ﹤0.01% 706
2022
Q1 		$1K Hold
210
– – ﹤0.01% 705
2021
Q4 		$1K Hold
210
– – ﹤0.01% 679
2021
Q3 		$1K Hold
210
– – ﹤0.01% 596
2021
Q2 		$1K Hold
210
– – ﹤0.01% 636
2021
Q1 		$2K Hold
210
– – ﹤0.01% 644
2020
Q4 		$1K Hold
210
– – ﹤0.01% 629
2020
Q3 		$1K Hold
210
– – ﹤0.01% 631
2020
Q2 		$1K Buy
+210
New +$1.13K ﹤0.01% 616
2019
Q4 		$2K Buy
+210
New +$1.51K ﹤0.01% 553

Other funds holding SMFG

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Retirement Group's SMFG Position: Q3 2022 in Review

Retirement Group sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2022, closing a stake of 210 shares — an estimated $1K sold.

Retirement Group first reported a position in SMFG in Q4 2019 and held it in 10 quarters. The position peaked at $2K in Q1 2021. 243 funds tracked by Wall St. Rank hold SMFG as of Q3 2022.

  • Retirement Group reported no remaining Sumitomo Mitsui Financial position as of Q3 2022 after selling out during the quarter.
  • Retirement Group sold 210 Sumitomo Mitsui Financial shares in Q3 2022, an estimated $1K.
  • Retirement Group first reported a position in Sumitomo Mitsui Financial in Q4 2019 and held it in 10 quarters.
  • Retirement Group's Sumitomo Mitsui Financial position peaked at $2K in Q1 2021.
  • 243 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2022.

Based on Retirement Group's 13F filing for Q3 2022, filed 14 Nov 2022.