Schroder Investment Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $536K | Sell |
28,611
-20
| -0.1% | -$420 | ﹤0.01% | 1085 |
|
|
2025
Q4 | $555K | Hold |
28,631
| – | – | ﹤0.01% | 1049 |
|
|
2025
Q3 | $474K | Buy |
28,631
+57
| +0.2% | +$913 | ﹤0.01% | 1092 |
|
|
2025
Q2 | $432K | Sell |
28,574
-28
| -0.1% | -$403 | ﹤0.01% | 1069 |
|
|
2025
Q1 | $443K | Buy |
28,602
+40
| +0.1% | +$608 | ﹤0.01% | 1088 |
|
|
2024
Q4 | $416K | Buy |
28,562
+25
| +0.1% | +$343 | ﹤0.01% | 1119 |
|
|
2024
Q3 | $341K | Sell |
28,537
-17,106
| -37% | -$226K | ﹤0.01% | 1142 |
|
|
2024
Q2 | $612K | Buy |
45,643
+16,517
| +57% | +$200K | ﹤0.01% | 1085 |
|
|
2024
Q1 | $343K | Sell |
29,126
-70
| -0.2% | -$751 | ﹤0.01% | 1135 |
|
|
2023
Q4 | $283K | Sell |
29,196
-19,095
| -40% | -$185K | ﹤0.01% | 1127 |
|
|
2023
Q3 | $476K | Sell |
48,291
-46,873
| -49% | -$434K | ﹤0.01% | 1103 |
|
|
2023
Q2 | $818K | Buy |
95,164
+380
| +0.4% | +$3.14K | ﹤0.01% | 1074 |
|
|
2023
Q1 | $758K | Buy |
94,784
+16,549
| +21% | +$140K | ﹤0.01% | 1092 |
|
|
2022
Q4 | $627K | Hold |
78,235
| – | – | ﹤0.01% | 1110 |
|
|
2022
Q3 | $430K | Sell |
78,235
-47,988
| -38% | -$289K | ﹤0.01% | 1164 |
|
|
2022
Q2 | $745K | Hold |
126,223
| – | – | ﹤0.01% | 1114 |
|
|
2022
Q1 | $791K | Buy |
+126,223
| New | +$899K | ﹤0.01% | 1165 |
|
|
2018
Q2 | – | Sell |
-3,328
| Closed | -$28K | – | 1325 |
|
|
2018
Q1 | $28K | Hold |
3,328
| – | – | ﹤0.01% | 1248 |
|
|
2017
Q4 | $29K | Hold |
3,328
| – | – | ﹤0.01% | 1296 |
|
|
2017
Q3 | $26K | Sell |
3,328
-30,895
| -90% | -$235K | ﹤0.01% | 1293 |
|
|
2017
Q2 | $268K | Hold |
34,223
| – | – | ﹤0.01% | 1134 |
|
|
2017
Q1 | $254K | Sell |
34,223
-856
| -2% | -$6.65K | ﹤0.01% | 1090 |
|
|
2016
Q4 | $268K | Hold |
35,079
| – | – | ﹤0.01% | 1015 |
|
|
2016
Q3 | $237K | Sell |
35,079
-7,684
| -18% | -$49.9K | ﹤0.01% | 1028 |
|
|
2016
Q2 | $245K | Hold |
42,763
| – | – | ﹤0.01% | 1019 |
|
|
2016
Q1 | $255K | Hold |
42,763
| – | – | ﹤0.01% | 1013 |
|
|
2015
Q4 | $325K | Hold |
42,763
| – | – | ﹤0.01% | 1012 |
|
|
2015
Q3 | $326K | Sell |
42,763
-406
| -0.9% | -$3.41K | ﹤0.01% | 996 |
|
|
2015
Q2 | $378K | Sell |
43,169
-625
| -1% | -$5.43K | ﹤0.01% | 999 |
|
|
2015
Q1 | $347K | Buy |
43,794
+925
| +2% | +$6.92K | ﹤0.01% | 1031 |
|
|
2014
Q4 | $312K | Hold |
42,869
| – | – | ﹤0.01% | 1108 |
|
|
2014
Q3 | $352K | Hold |
42,869
| – | – | ﹤0.01% | 1125 |
|
|
2014
Q2 | $363K | Buy |
42,869
+7,877
| +23% | +$64.9K | ﹤0.01% | 1095 |
|
|
2014
Q1 | $303K | Hold |
34,992
| – | – | ﹤0.01% | 1129 |
|
|
2013
Q4 | $367K | Hold |
34,992
| – | – | ﹤0.01% | 1170 |
|
|
2013
Q3 | $340K | Buy |
34,992
+10,880
| +45% | +$103K | ﹤0.01% | 1156 |
|
|
2013
Q2 | $222K | Buy |
+24,112
| New | +$215K | ﹤0.01% | 1213 |
|
Other funds holding SMFG
CCMG
