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Schubert & Co’s Sumitomo Mitsui Financial SMFG Stock Holding History

Schubert & Co’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
Q2 		– Sell
-438
Closed -$3.5K – 1284
2023
Q1 		$3.5K Hold
438
– – ﹤0.01% 629
2022
Q4 		$3.51K Sell
438
-396
-47% -$2.52K ﹤0.01% 572
2022
Q3 		$5K Buy
834
+112
+16% +$675 ﹤0.01% 424
2022
Q2 		$4K Buy
+722
New +$4.36K ﹤0.01% 482

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIM
Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Schubert & Co's SMFG Position: Q2 2023 in Review

Schubert & Co sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2023, closing a stake of 438 shares — an estimated $3.5K sold.

Schubert & Co first reported a position in SMFG in Q2 2022 and held it in 4 quarters. The position peaked at $5K in Q3 2022. 265 funds tracked by Wall St. Rank hold SMFG as of Q2 2023.

  • Schubert & Co reported no remaining Sumitomo Mitsui Financial position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 438 Sumitomo Mitsui Financial shares in Q2 2023, an estimated $3.5K.
  • Schubert & Co first reported a position in Sumitomo Mitsui Financial in Q2 2022 and held it in 4 quarters.
  • Schubert & Co's Sumitomo Mitsui Financial position peaked at $5K in Q3 2022.
  • 265 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.