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Sandy Spring Bank’s Sumitomo Mitsui Financial SMFG Stock Holding History

Sandy Spring Bank’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
Q3 		– Sell
-2
Closed -$17 – 1254
2023
Q2 		$17 Buy
+2
New +$17 ﹤0.01% 1218
2019
Q3 		– Sell
-1,081
Closed -$8K – 869
2019
Q2 		$8K Hold
1,081
– – ﹤0.01% 743
2019
Q1 		$8K Hold
1,081
– – ﹤0.01% 690
2018
Q4 		$7K Hold
1,081
– – ﹤0.01% 703
2018
Q3 		$9K Buy
+1,081
New +$8.54K ﹤0.01% 687
2018
Q2 		– Sell
-2,427
Closed -$21K – 834
2018
Q1 		$21K Hold
2,427
– – ﹤0.01% 601
2017
Q4 		$21K Buy
2,427
+65
+3% +$527 ﹤0.01% 590
2017
Q3 		$18K Buy
+2,362
New +$18K ﹤0.01% 590

Other funds holding SMFG

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Fidelity Investments
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BlackRock
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Wells Fargo
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Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
CIM
Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return