Sumitomo Mitsui Trust Group’s Calumet Specialty Products CLMT Stock Holding History

Sumitomo Mitsui Trust Group’s Portfolio CLMT Stock Details CLMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-59,000	Closed	-$215K	–	1091
2019 Q3	$215K	Buy	59,000 +16,000	+37%	+$68.4K	﹤0.01%	1051
2019 Q2	$180K	Hold	43,000	–	–	﹤0.01%	995
2019 Q1	$153K	Hold	43,000	–	–	﹤0.01%	961
2018 Q4	$92K	Hold	43,000	–	–	﹤0.01%	917
2018 Q3	$275K	Hold	43,000	–	–	﹤0.01%	874
2018 Q2	$320K	Buy	43,000 +20,000	+87%	+$150K	﹤0.01%	870
2018 Q1	$162K	Hold	23,000	–	–	﹤0.01%	892
2017 Q4	$177K	Buy	+23,000	New	+$192K	﹤0.01%	890

Other funds holding CLMT

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

DMK

David M. Knott $275M AUM 59.23% 1-Year Est. Return

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

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

LCM

Lonestar Capital Management San Francisco, California $671M AUM 72.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Barnett & Company Chattanooga, Tennessee $129M AUM 14.9% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SCM

Springhouse Capital Management Westport, Connecticut $55.3M AUM 20.84% 1-Year Est. Return

WWM

Windsor Wealth Management Indianapolis, Indiana $546M AUM 16.47% 1-Year Est. Return

Sumitomo Mitsui Trust Group's CLMT Position: Q4 2019 in Review

Sumitomo Mitsui Trust Group sold out of Calumet Specialty Products (CLMT) in Q4 2019, closing a stake of 59,000 shares — an estimated $215K sold.

Sumitomo Mitsui Trust Group first reported a position in CLMT in Q4 2017 and held it in 8 quarters. The position peaked at $320K in Q2 2018. 62 funds tracked by Wall St. Rank hold CLMT as of Q4 2019.

Sumitomo Mitsui Trust Group reported no remaining Calumet Specialty Products position as of Q4 2019 after selling out during the quarter.
Sumitomo Mitsui Trust Group sold 59,000 Calumet Specialty Products shares in Q4 2019, an estimated $215K.
Sumitomo Mitsui Trust Group first reported a position in Calumet Specialty Products in Q4 2017 and held it in 8 quarters.
Sumitomo Mitsui Trust Group's Calumet Specialty Products position peaked at $320K in Q2 2018.
62 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q4 2019.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q4 2019, filed 31 Jan 2020.