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

Stonebridge Capital Advisors’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
2022 Q4	–	Sell	-179	Closed	-$1K	–	1091
2022 Q3	$1K	Buy	+179	New	+$1.08K	﹤0.01%	954
2020 Q1	–	Sell	-687	Closed	-$5K	–	849
2019 Q4	$5K	Buy	687 +617	+881%	+$4.44K	﹤0.01%	652
2019 Q3	$0	Hold	70	–	–	﹤0.01%	937
2019 Q2	$0	Buy	+70	New	+$496	﹤0.01%	922

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

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

CIM

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

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

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

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

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

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

CAC

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

Stonebridge Capital Advisors's SMFG Position: Q4 2022 in Review

Stonebridge Capital Advisors sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q4 2022, closing a stake of 179 shares — an estimated $1K sold.

Stonebridge Capital Advisors first reported a position in SMFG in Q2 2019 and held it in 4 quarters. The position peaked at $5K in Q4 2019. 257 funds tracked by Wall St. Rank hold SMFG as of Q4 2022.

Stonebridge Capital Advisors reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q4 2022 after selling out during the quarter.
Stonebridge Capital Advisors sold 179 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q4 2022, an estimated $1K.
Stonebridge Capital Advisors first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q2 2019 and held it in 4 quarters.
Stonebridge Capital Advisors's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $5K in Q4 2019.
257 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 2022.

Based on Stonebridge Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.