Sanders Capital’s Sumitomo Mitsui Financial SMFG Stock Holding History

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