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Sumitomo Life Insurance’s PTC PTC Stock Holding History

Sumitomo Life Insurance’s Portfolio PTC Stock Details PTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-4,112
Closed -$494K – 265
2022
Q4 		$494K Sell
4,112
-285
-6% -$34.1K 0.04% 240
2022
Q3 		$460K Sell
4,397
-168
-4% -$19.2K 0.02% 244
2022
Q2 		$485K Buy
4,565
+121
+3% +$13.1K 0.01% 245
2022
Q1 		$479K Sell
4,444
-264
-6% -$29.7K 0.01% 252
2021
Q4 		$570K Sell
4,708
-33
-0.7% -$3.98K 0.01% 247
2021
Q3 		$568K Sell
4,741
-8,024
-63% -$1.07M 0.02% 247
2021
Q2 		$1.8M Sell
12,765
-6,141
-32% -$840K 0.06% 138
2021
Q1 		$2.6M Sell
18,906
-2,092
-10% -$279K 0.1% 90
2020
Q4 		$2.51M Sell
20,998
-2,954
-12% -$294K 0.11% 90
2020
Q3 		$1.98M Sell
23,952
-728
-3% -$62K 0.09% 124
2020
Q2 		$1.92M Sell
24,680
-1,477
-6% -$105K 0.1% 115
2020
Q1 		$1.6M Buy
26,157
+2,356
+10% +$174K 0.11% 125
2019
Q4 		$1.78M Buy
23,801
+1,157
+5% +$82.3K 0.2% 147
2019
Q3 		$1.54M Sell
22,644
-2,758
-11% -$202K 0.2% 152
2019
Q2 		$2.28M Buy
25,402
+9,467
+59% +$848K 0.27% 105
2019
Q1 		$1.47M Sell
15,935
-707
-4% -$62.6K 0.2% 162
2018
Q4 		$1.38M Buy
16,642
+3,668
+28% +$322K 0.19% 161
2018
Q3 		$1.38M Sell
12,974
-306
-2% -$29.9K 0.17% 192
2018
Q2 		$1.25M Sell
13,280
-8,365
-39% -$723K 0.15% 201
2018
Q1 		$1.69M Sell
21,645
-953
-4% -$69.5K 0.22% 156
2017
Q4 		$1.37M Sell
22,598
-1,097
-5% -$68.1K 0.17% 201
2017
Q3 		$1.33M Sell
23,695
-431
-2% -$23.9K 0.17% 197
2017
Q2 		$1.33M Sell
24,126
-3,001
-11% -$165K 0.17% 199
2017
Q1 		$1.43M Sell
27,127
-337
-1% -$17.8K 0.2% 163
2016
Q4 		$1.27M Buy
+27,464
New +$1.28M 0.18% 189

Other funds holding PTC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sumitomo Life Insurance's PTC Position: Q1 2023 in Review

Sumitomo Life Insurance sold out of PTC (PTC) in Q1 2023, closing a stake of 4,112 shares — an estimated $494K sold.

Sumitomo Life Insurance first reported a position in PTC in Q4 2016 and held it in 25 quarters. The position peaked at $2.6M in Q1 2021. 531 funds tracked by Wall St. Rank hold PTC as of Q1 2023.

  • Sumitomo Life Insurance reported no remaining PTC position as of Q1 2023 after selling out during the quarter.
  • Sumitomo Life Insurance sold 4,112 PTC shares in Q1 2023, an estimated $494K.
  • Sumitomo Life Insurance first reported a position in PTC in Q4 2016 and held it in 25 quarters.
  • Sumitomo Life Insurance's PTC position peaked at $2.6M in Q1 2021.
  • 531 funds tracked by Wall St. Rank held PTC as of Q1 2023.

Based on Sumitomo Life Insurance's 13F filing for Q1 2023, filed 27 Apr 2023.