River Road Asset Management’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-16,687
| Closed | -$118K | – | 172 |
|
2019
Q2 | $118K | Sell |
16,687
-3,376
| -17% | -$23.9K | ﹤0.01% | 163 |
|
2019
Q1 | $141K | Hold |
20,063
| – | – | ﹤0.01% | 159 |
|
2018
Q4 | $131K | Sell |
20,063
-9,015
| -31% | -$58.9K | ﹤0.01% | 163 |
|
2018
Q3 | $233K | Sell |
29,078
-1,906
| -6% | -$15.3K | ﹤0.01% | 156 |
|
2018
Q2 | $241K | Hold |
30,984
| – | – | 0.01% | 156 |
|
2018
Q1 | $263K | Sell |
30,984
-2,225
| -7% | -$18.9K | 0.01% | 156 |
|
2017
Q4 | $289K | Buy |
33,209
+3,627
| +12% | +$31.6K | 0.01% | 152 |
|
2017
Q3 | $228K | Buy |
29,582
+7,090
| +32% | +$54.6K | ﹤0.01% | 158 |
|
2017
Q2 | $177K | Buy |
+22,492
| New | +$177K | ﹤0.01% | 152 |
|