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Sepio Capital’s Sumitomo Mitsui Financial SMFG Stock Holding History

Sepio 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
2019
Q3 		– Sell
-18,201
Closed -$128K – 272
2019
Q2 		$128K Buy
18,201
+590
+3% +$4.18K 0.02% 213
2019
Q1 		$124K Sell
17,611
-6,209
-26% -$44.4K 0.02% 217
2018
Q4 		$155K Buy
+23,820
New +$178K 0.01% 285

Other funds holding SMFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Sepio Capital's SMFG Position: Q3 2019 in Review

Sepio Capital sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2019, closing a stake of 18,201 shares — an estimated $128K sold.

Sepio Capital first reported a position in SMFG in Q4 2018 and held it in 3 quarters. The position peaked at $155K in Q4 2018. 223 funds tracked by Wall St. Rank hold SMFG as of Q3 2019.

  • Sepio Capital reported no remaining Sumitomo Mitsui Financial position as of Q3 2019 after selling out during the quarter.
  • Sepio Capital sold 18,201 Sumitomo Mitsui Financial shares in Q3 2019, an estimated $128K.
  • Sepio Capital first reported a position in Sumitomo Mitsui Financial in Q4 2018 and held it in 3 quarters.
  • Sepio Capital's Sumitomo Mitsui Financial position peaked at $155K in Q4 2018.
  • 223 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2019.

Based on Sepio Capital's 13F filing for Q3 2019, filed 25 Oct 2019.