Seven Eight Capital’s Sumitomo Mitsui Financial SMFG Stock Holding History

Seven Eight 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	-25,161	Closed	-$244K	–	803
2023 Q4	$244K	Buy	+25,161	New	+$244K	0.03%	556
2023 Q1	–	Sell	-29,402	Closed	-$236K	–	595
2022 Q4	$236K	Buy	+29,402	New	+$187K	0.06%	348
2016 Q3	–	Sell	-1	Closed	–	–	524
2016 Q2	$0	Sell	1 -3,199	-100%	-$19.5K	﹤0.01%	658
2016 Q1	$19K	Buy	+3,200	New	+$20K	0.01%	477

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

Seven Eight Capital's SMFG Position: Q1 2024 in Review

Seven Eight Capital sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2024, closing a stake of 25,161 shares — an estimated $244K sold.

Seven Eight Capital first reported a position in SMFG in Q1 2016 and held it in 4 quarters. The position peaked at $244K in Q4 2023. 310 funds tracked by Wall St. Rank hold SMFG as of Q1 2024.

Seven Eight Capital reported no remaining Sumitomo Mitsui Financial position as of Q1 2024 after selling out during the quarter.
Seven Eight Capital sold 25,161 Sumitomo Mitsui Financial shares in Q1 2024, an estimated $244K.
Seven Eight Capital first reported a position in Sumitomo Mitsui Financial in Q1 2016 and held it in 4 quarters.
Seven Eight Capital's Sumitomo Mitsui Financial position peaked at $244K in Q4 2023.
310 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2024.

Based on Seven Eight Capital's 13F filing for Q1 2024, filed 13 May 2024.