Sumitomo Mitsui Financial Group’s Ford F Stock Holding History

Sumitomo Mitsui Financial Group’s Portfolio F Stock Details F Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-9,716	Closed	-$145K	–	175
2023 Q2	$145K	Sell	9,716 -25,000	-72%	-$316K	﹤0.01%	132
2023 Q1	$427K	Sell	34,716 -37,985	-52%	-$476K	0.01%	124
2022 Q4	$839K	Buy	72,701 +39,800	+121%	+$511K	0.03%	117
2022 Q3	$377K	Sell	32,901 -71,886	-69%	-$1.01M	0.02%	146
2022 Q2	$1.21M	Buy	104,787 +97,833	+1,407%	+$1.34M	0.03%	124
2022 Q1	$120K	Buy	+6,954	New	+$132K	﹤0.01%	162
2021 Q4	–	Sell	-4,783	Closed	-$68K	–	191
2021 Q3	$68K	Buy	+4,783	New	+$65.1K	﹤0.01%	165
2021 Q2	–	Hold	0	–	–	–	178
2021 Q1	–	Hold	0	–	–	–	182
2020 Q4	–	Hold	0	–	–	–	160
2020 Q3	–	Hold	0	–	–	–	161
2019 Q3	–	Sell	-40,000	Closed	-$408K	–	138
2019 Q2	$408K	Buy	+40,000	New	+$394K	0.03%	82
2019 Q1	–	Sell	-50,000	Closed	-$393K	–	120
2018 Q4	$393K	Buy	+50,000	New	+$446K	0.02%	79
2018 Q1	–	Sell	-4,594	Closed	-$58K	–	130
2017 Q4	$58K	Buy	+4,594	New	+$56.6K	0.01%	80
2017 Q3	–	Sell	-3,860	Closed	-$43K	–	108
2017 Q2	$43K	Buy	+3,860	New	+$43.1K	0.01%	87

Other funds holding F

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return