River Road Asset Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

River Road Asset Management’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
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%	-$67.3K	﹤0.01%	163
2018 Q3	$233K	Sell	29,078 -1,906	-6%	-$15.1K	﹤0.01%	156
2018 Q2	$241K	Hold	30,984	–	–	0.01%	156
2018 Q1	$263K	Sell	30,984 -2,225	-7%	-$19.9K	0.01%	156
2017 Q4	$289K	Buy	33,209 +3,627	+12%	+$29.4K	0.01%	152
2017 Q3	$228K	Buy	29,582 +7,090	+32%	+$54K	﹤0.01%	158
2017 Q2	$177K	Buy	+22,492	New	+$167K	﹤0.01%	152

Other funds holding SMFG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

CAC

Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

River Road Asset Management's SMFG Position: Q3 2019 in Review

River Road Asset Management sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2019, closing a stake of 16,687 shares — an estimated $118K sold.

River Road Asset Management first reported a position in SMFG in Q2 2017 and held it in 9 quarters. The position peaked at $289K in Q4 2017. 223 funds tracked by Wall St. Rank hold SMFG as of Q3 2019.

River Road Asset Management reported no remaining Sumitomo Mitsui Financial position as of Q3 2019 after selling out during the quarter.
River Road Asset Management sold 16,687 Sumitomo Mitsui Financial shares in Q3 2019, an estimated $118K.
River Road Asset Management first reported a position in Sumitomo Mitsui Financial in Q2 2017 and held it in 9 quarters.
River Road Asset Management's Sumitomo Mitsui Financial position peaked at $289K in Q4 2017.
223 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2019.

Based on River Road Asset Management's 13F filing for Q3 2019, filed 5 Nov 2019.