Sageworth Trust’s Sumitomo Mitsui Financial SMFG Stock Holding History

Sageworth Trust’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	-232	Closed	-$2K	–	572
2022 Q4	$2K	Buy	+232	New	+$1.48K	﹤0.01%	369

Other funds holding SMFG

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sageworth Trust's SMFG Position: Q1 2023 in Review

Sageworth Trust sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2023, closing a stake of 232 shares — an estimated $2K sold.

Sageworth Trust first reported a position in SMFG in Q4 2022 and held it in 1 quarter. The position peaked at $2K in Q4 2022. 265 funds tracked by Wall St. Rank hold SMFG as of Q1 2023.

Sageworth Trust reported no remaining Sumitomo Mitsui Financial position as of Q1 2023 after selling out during the quarter.
Sageworth Trust sold 232 Sumitomo Mitsui Financial shares in Q1 2023, an estimated $2K.
Sageworth Trust first reported a position in Sumitomo Mitsui Financial in Q4 2022 and held it in 1 quarter.
Sageworth Trust's Sumitomo Mitsui Financial position peaked at $2K in Q4 2022.
265 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2023.

Based on Sageworth Trust's 13F filing for Q1 2023, filed 8 May 2023.