Simplicity Solutions’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

Simplicity Solutions’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 Q4	$4.53M	Sell	468,009 -26,963	-5%	-$261K	0.12%	151
2023 Q3	$4.88M	Sell	494,972 -2,365	-0.5%	-$21.9K	0.16%	125
2023 Q2	$4.28M	Buy	497,337 +6,478	+1%	+$53.5K	0.12%	171
2023 Q1	$3.93M	Buy	490,859 +459,457	+1,463%	+$3.89M	0.1%	188
2022 Q4	$252K	Sell	31,402 -416	-1%	-$2.65K	0.03%	534
2022 Q3	$175K	Buy	31,818 +12,497	+65%	+$75.4K	0.03%	606
2022 Q2	$114K	Buy	+19,321	New	+$117K	0.01%	601
2021 Q1	–	Sell	-21,619	Closed	-$133K	–	904
2020 Q4	$133K	Buy	21,619 +5,686	+36%	+$33.4K	﹤0.01%	922
2020 Q3	$89K	Sell	15,933 -4,496	-22%	-$25.8K	﹤0.01%	845
2020 Q2	$115K	Sell	20,429 -468	-2%	-$2.53K	﹤0.01%	855
2020 Q1	$100K	Buy	20,897 +5,064	+32%	+$32.6K	﹤0.01%	700
2019 Q4	$117K	Sell	15,833 -5,491	-26%	-$39.5K	﹤0.01%	812
2019 Q3	$146K	Buy	21,324 +212	+1%	+$1.45K	0.01%	694
2019 Q2	$149K	Buy	+21,112	New	+$149K	0.01%	638
2018 Q4	–	Sell	-23,890	Closed	-$192K	–	770
2018 Q3	$192K	Sell	23,890 -1,138	-5%	-$8.99K	0.01%	537
2018 Q2	$195K	Buy	25,028 +10,539	+73%	+$87.6K	0.01%	475
2018 Q1	$123K	Sell	14,489 -15,636	-52%	-$140K	0.01%	356
2017 Q4	$262K	Buy	30,125 +1,280	+4%	+$10.4K	0.03%	314
2017 Q3	$222K	Buy	28,845 +9,233	+47%	+$70.4K	0.15%	186
2017 Q2	$154K	Buy	+19,612	New	+$146K	0.02%	398
2017 Q1	–	Sell	-12,376	Closed	-$95K	–	412
2016 Q4	$95K	Buy	+12,376	New	+$89.9K	0.02%	338

Other funds holding SMFG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Simplicity Solutions's SMFG Position: Q4 2023 in Review

Simplicity Solutions reduced its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 5.4% in Q4 2023, selling an estimated $261K and leaving 468,009 shares worth $4.53M. The position accounts for 0.12% of the portfolio, ranked #151.

Simplicity Solutions first reported a position in SMFG in Q4 2016 and has held it in 21 quarters since. The position peaked at $4.88M in Q3 2023. 308 funds tracked by Wall St. Rank hold SMFG as of Q4 2023.

Simplicity Solutions held 468,009 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $4.53M as of Q4 2023.
Simplicity Solutions sold 26,963 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q4 2023, an estimated $261K.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.12% of Simplicity Solutions's portfolio in Q4 2023, its #151 holding.
Simplicity Solutions first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2016 and has held it in 21 quarters since.
Simplicity Solutions's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $4.88M in Q3 2023.
308 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.