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Sumitomo Mitsui Financial Group’s Vitesse Energy VTS Stock Holding History

Sumitomo Mitsui Financial Group’s Portfolio VTS Stock Details VTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-116,312
Closed -$2.61M – 185
2023
Q2 		$2.61M Sell
116,312
-1,119,464
-91% -$23.4M 0.08% 72
2023
Q1 		$23.5M Buy
+1,235,776
New +$21.3M 0.74% 20

Other funds holding VTS

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sumitomo Mitsui Financial Group's VTS Position: Q3 2023 in Review

Sumitomo Mitsui Financial Group sold out of Vitesse Energy (VTS) in Q3 2023, closing a stake of 116,312 shares — an estimated $2.61M sold.

Sumitomo Mitsui Financial Group first reported a position in VTS in Q1 2023 and held it in 2 quarters. The position peaked at $23.5M in Q1 2023. 216 funds tracked by Wall St. Rank hold VTS as of Q3 2023.

  • Sumitomo Mitsui Financial Group reported no remaining Vitesse Energy position as of Q3 2023 after selling out during the quarter.
  • Sumitomo Mitsui Financial Group sold 116,312 Vitesse Energy shares in Q3 2023, an estimated $2.61M.
  • Sumitomo Mitsui Financial Group first reported a position in Vitesse Energy in Q1 2023 and held it in 2 quarters.
  • Sumitomo Mitsui Financial Group's Vitesse Energy position peaked at $23.5M in Q1 2023.
  • 216 funds tracked by Wall St. Rank held Vitesse Energy as of Q3 2023.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q3 2023, filed 8 Nov 2023.