SMFG
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Sumitomo Mitsui Financial Group’s RH RH Stock Holding History

Sumitomo Mitsui Financial Group’s Portfolio RH Stock Details RH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-485
Closed -$126K – 179
2023
Q3 		$126K Buy
485
+200
+70% +$69.5K ﹤0.01% 126
2023
Q2 		$91.8K Hold
285
– – ﹤0.01% 139
2023
Q1 		$67.7K Hold
285
– – ﹤0.01% 147
2022
Q4 		$76.5K Sell
285
-2,600
-90% -$678K ﹤0.01% 148
2022
Q3 		$723K Sell
2,885
-3,110
-52% -$840K 0.03% 127
2022
Q2 		$1.42M Sell
5,995
-1,320
-18% -$392K 0.04% 121
2022
Q1 		$2.44M Buy
7,315
+6,300
+621% +$2.52M 0.07% 103
2021
Q4 		$542K Buy
1,015
+232
+30% +$143K 0.02% 134
2021
Q3 		$544K Buy
783
+663
+553% +$456K 0.01% 134
2021
Q2 		$83K Sell
120
-285
-70% -$185K ﹤0.01% 143
2021
Q1 		$243K Buy
+405
New +$200K 0.01% 143

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AM
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DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return