Stevens Capital Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Stevens Capital Management’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	-76,842	Closed	-$543K	–	752
2019 Q2	$543K	Buy	76,842 +33,045	+75%	+$234K	0.02%	456
2019 Q1	$308K	Buy	43,797 +17,966	+70%	+$128K	0.01%	571
2018 Q4	$168K	Buy	+25,831	New	+$193K	0.01%	639
2017 Q2	–	Sell	-56,893	Closed	-$412K	–	1054
2017 Q1	$412K	Buy	+56,893	New	+$442K	0.02%	628
2016 Q3	–	Sell	-37,134	Closed	-$212K	–	1124
2016 Q2	$212K	Sell	37,134 -30,971	-45%	-$189K	0.01%	766
2016 Q1	$409K	Sell	68,105 -59,799	-47%	-$373K	0.02%	611
2015 Q4	$971K	Buy	127,904 +103,924	+433%	+$818K	0.04%	422
2015 Q3	$183K	Sell	23,980 -4,101	-15%	-$34.5K	0.01%	845
2015 Q2	$250K	Buy	+28,081	New	+$244K	0.01%	801
2015 Q1	–	Sell	-32,835	Closed	-$239K	–	1212
2014 Q4	$239K	Buy	32,835 +7,247	+28%	+$55K	0.01%	803
2014 Q3	$210K	Buy	25,588 +5,375	+27%	+$44.1K	0.01%	849
2014 Q2	$171K	Sell	20,213 -33,565	-62%	-$277K	﹤0.01%	953
2014 Q1	$465K	Buy	+53,778	New	+$503K	0.01%	681

Other funds holding SMFG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return

CAC

Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

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

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Stevens Capital Management's SMFG Position: Q3 2019 in Review

Stevens Capital Management sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2019, closing a stake of 76,842 shares — an estimated $543K sold.

Stevens Capital Management first reported a position in SMFG in Q1 2014 and held it in 13 quarters. The position peaked at $971K in Q4 2015. 223 funds tracked by Wall St. Rank hold SMFG as of Q3 2019.

Stevens Capital Management reported no remaining Sumitomo Mitsui Financial position as of Q3 2019 after selling out during the quarter.
Stevens Capital Management sold 76,842 Sumitomo Mitsui Financial shares in Q3 2019, an estimated $543K.
Stevens Capital Management first reported a position in Sumitomo Mitsui Financial in Q1 2014 and held it in 13 quarters.
Stevens Capital Management's Sumitomo Mitsui Financial position peaked at $971K in Q4 2015.
223 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2019.

Based on Stevens Capital Management's 13F filing for Q3 2019, filed 8 Nov 2019.