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StoneX Group’s Sumitomo Mitsui Financial SMFG Stock Holding History

StoneX Group’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
-246,988
Closed -$2.39M – 709
2023
Q4 		$2.39M Buy
+246,988
New +$2.39M 0.24% 87
2022
Q3 		– Sell
-104,833
Closed -$619K – 706
2022
Q2 		$619K Buy
104,833
+59,127
+129% +$357K 0.08% 246
2022
Q1 		$287K Buy
+45,706
New +$326K 0.02% 479
2021
Q4 		– Sell
-20,170
Closed -$141K – 603
2021
Q3 		$141K Buy
+20,170
New +$140K 0.02% 457

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
CIM
Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

StoneX Group's SMFG Position: Q1 2024 in Review

StoneX Group sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2024, closing a stake of 246,988 shares — an estimated $2.39M sold.

StoneX Group first reported a position in SMFG in Q3 2021 and held it in 4 quarters. The position peaked at $2.39M in Q4 2023. 311 funds tracked by Wall St. Rank hold SMFG as of Q1 2024.

  • StoneX Group reported no remaining Sumitomo Mitsui Financial position as of Q1 2024 after selling out during the quarter.
  • StoneX Group sold 246,988 Sumitomo Mitsui Financial shares in Q1 2024, an estimated $2.39M.
  • StoneX Group first reported a position in Sumitomo Mitsui Financial in Q3 2021 and held it in 4 quarters.
  • StoneX Group's Sumitomo Mitsui Financial position peaked at $2.39M in Q4 2023.
  • 311 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2024.

Based on StoneX Group's 13F filing for Q1 2024, filed 1 May 2024.