Sanders Capital
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Sanders Capital’s Sumitomo Mitsui Financial SMFG Stock Holding History

Sanders Capital’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
2024
Q1 		– Sell
-139,963
Closed -$1.35M – 45
2023
Q4 		$1.35M Sell
139,963
-400
-0.3% -$3.88K ﹤0.01% 42
2023
Q3 		$1.38M Buy
140,363
+2,400
+2% +$22.2K ﹤0.01% 43
2023
Q2 		$1.19M Hold
137,963
– – ﹤0.01% 48
2023
Q1 		$1.1M Sell
137,963
-100
-0.1% -$846 ﹤0.01% 47
2022
Q4 		$1.11M Sell
138,063
-2,500
-2% -$15.9K ﹤0.01% 45
2022
Q3 		$773K Hold
140,563
– – ﹤0.01% 41
2022
Q2 		$829K Sell
140,563
-5,400
-4% -$32.6K ﹤0.01% 41
2022
Q1 		$915K Buy
145,963
+700
+0.5% +$4.99K ﹤0.01% 41
2021
Q4 		$986K Buy
145,263
+47,600
+49% +$322K ﹤0.01% 42
2021
Q3 		$685K Hold
97,663
– – ﹤0.01% 45
2021
Q2 		$673K Buy
97,663
+600
+0.6% +$4.3K ﹤0.01% 44
2021
Q1 		$704K Sell
97,063
-27,200
-22% -$189K ﹤0.01% 42
2020
Q4 		$767K Hold
124,263
– – ﹤0.01% 44
2020
Q3 		$695K Buy
124,263
+15,763
+15% +$90.3K ﹤0.01% 44
2020
Q2 		$610K Buy
+108,500
New +$586K ﹤0.01% 42

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
CIM
Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sanders Capital's SMFG Position: Q1 2024 in Review

Sanders Capital sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2024, closing a stake of 139,963 shares — an estimated $1.35M sold.

Sanders Capital first reported a position in SMFG in Q2 2020 and held it in 15 quarters. The position peaked at $1.38M in Q3 2023. 311 funds tracked by Wall St. Rank hold SMFG as of Q1 2024.

  • Sanders Capital reported no remaining Sumitomo Mitsui Financial position as of Q1 2024 after selling out during the quarter.
  • Sanders Capital sold 139,963 Sumitomo Mitsui Financial shares in Q1 2024, an estimated $1.35M.
  • Sanders Capital first reported a position in Sumitomo Mitsui Financial in Q2 2020 and held it in 15 quarters.
  • Sanders Capital's Sumitomo Mitsui Financial position peaked at $1.38M in Q3 2023.
  • 311 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2024.

Based on Sanders Capital's 13F filing for Q1 2024, filed 10 May 2024.