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Simplicity Solutions’s Sumitomo Mitsui Financial 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
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Simplicity Solutions's SMFG Position: Q4 2023 in Review

Simplicity Solutions reduced its Sumitomo Mitsui Financial (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. 306 funds tracked by Wall St. Rank hold SMFG as of Q4 2023.

  • Simplicity Solutions held 468,009 shares of Sumitomo Mitsui Financial worth $4.53M as of Q4 2023.
  • Simplicity Solutions sold 26,963 Sumitomo Mitsui Financial shares in Q4 2023, an estimated $261K.
  • Sumitomo Mitsui Financial 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 in Q4 2016 and has held it in 21 quarters since.
  • Simplicity Solutions's Sumitomo Mitsui Financial position peaked at $4.88M in Q3 2023.
  • 306 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2023.

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