Sanders Capital’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) 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 New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $276B AUM 44.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (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 Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q1 2024 after selling out during the quarter.
Sanders Capital sold 139,963 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q1 2024, an estimated $1.35M.
Sanders Capital first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q2 2020 and held it in 15 quarters.
Sanders Capital's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $1.38M in Q3 2023.
311 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) as of Q1 2024.

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