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

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

CIM

Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sandy Spring Bank's SMFG Position: Q3 2023 in Review

Sandy Spring Bank sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2023, closing a stake of 2 shares — an estimated $17 sold.

Sandy Spring Bank first reported a position in SMFG in Q3 2017 and held it in 8 quarters. The position peaked at $21K in Q1 2018. 272 funds tracked by Wall St. Rank hold SMFG as of Q3 2023.

Sandy Spring Bank reported no remaining Sumitomo Mitsui Financial position as of Q3 2023 after selling out during the quarter.
Sandy Spring Bank sold 2 Sumitomo Mitsui Financial shares in Q3 2023, an estimated $17.
Sandy Spring Bank first reported a position in Sumitomo Mitsui Financial in Q3 2017 and held it in 8 quarters.
Sandy Spring Bank's Sumitomo Mitsui Financial position peaked at $21K in Q1 2018.
272 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2023.

Based on Sandy Spring Bank's 13F filing for Q3 2023, filed 30 Oct 2023.