Sapient Capital’s Sumitomo Mitsui Financial SMFG Stock Holding History

Sapient 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	-17,467	Closed	-$169K	–	391
2023 Q4	$169K	Buy	+17,467	New	+$169K	﹤0.01%	372

Other funds holding SMFG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

CIM

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sapient Capital's SMFG Position: Q1 2024 in Review

Sapient Capital sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2024, closing a stake of 17,467 shares — an estimated $169K sold.

Sapient Capital first reported a position in SMFG in Q4 2023 and held it in 1 quarter. The position peaked at $169K in Q4 2023. 310 funds tracked by Wall St. Rank hold SMFG as of Q1 2024.

Sapient Capital reported no remaining Sumitomo Mitsui Financial position as of Q1 2024 after selling out during the quarter.
Sapient Capital sold 17,467 Sumitomo Mitsui Financial shares in Q1 2024, an estimated $169K.
Sapient Capital first reported a position in Sumitomo Mitsui Financial in Q4 2023 and held it in 1 quarter.
Sapient Capital's Sumitomo Mitsui Financial position peaked at $169K in Q4 2023.
310 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2024.

Based on Sapient Capital's 13F filing for Q1 2024, filed 22 Apr 2024.