Sumitomo Mitsui Trust Group
MCHI icon

Sumitomo Mitsui Trust Group’s iShares MSCI China ETF MCHI Stock Holding History

Sumitomo Mitsui Trust Group’s Portfolio MCHI Stock Details MCHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-22,500
Closed -$1.12M – 1157
2023
Q1 		$1.12M Hold
22,500
– – ﹤0.01% 984
2022
Q4 		$1.07M Buy
22,500
+6,900
+44% +$299K ﹤0.01% 1018
2022
Q3 		$664K Sell
15,600
-2,000
-11% -$98.7K ﹤0.01% 1081
2022
Q2 		$982K Hold
17,600
– – ﹤0.01% 1048
2022
Q1 		$931K Buy
17,600
+1,500
+9% +$88.3K ﹤0.01% 1053
2021
Q4 		$1.01M Buy
16,100
+5,100
+46% +$343K ﹤0.01% 1025
2021
Q3 		$743K Sell
11,000
-600
-5% -$43.2K ﹤0.01% 1062
2021
Q2 		$956K Sell
11,600
-4,400
-28% -$358K ﹤0.01% 1047
2021
Q1 		$1.31M Buy
+16,000
New +$1.4M ﹤0.01% 983
2019
Q1 		– Sell
-107,500
Closed -$5.67M – 982
2018
Q4 		$5.67M Sell
107,500
-142,000
-57% -$7.8M 0.01% 686
2018
Q3 		$14.9M Sell
249,500
-77,500
-24% -$4.76M 0.02% 649
2018
Q2 		$21.1M Buy
327,000
+80,500
+33% +$5.49M 0.02% 607
2018
Q1 		$16.9M Buy
246,500
+98,500
+67% +$6.99M 0.02% 621
2017
Q4 		$9.85M Buy
148,000
+118,000
+393% +$7.8M 0.01% 665
2017
Q3 		$1.89M Buy
+30,000
New +$1.8M ﹤0.01% 771

Other funds holding MCHI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Sumitomo Mitsui Trust Group's MCHI Position: Q2 2023 in Review

Sumitomo Mitsui Trust Group sold out of iShares MSCI China ETF (MCHI) in Q2 2023, closing a stake of 22,500 shares — an estimated $1.12M sold.

Sumitomo Mitsui Trust Group first reported a position in MCHI in Q3 2017 and held it in 15 quarters. The position peaked at $21.1M in Q2 2018. 270 funds tracked by Wall St. Rank hold MCHI as of Q2 2023.

  • Sumitomo Mitsui Trust Group reported no remaining iShares MSCI China ETF position as of Q2 2023 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 22,500 iShares MSCI China ETF shares in Q2 2023, an estimated $1.12M.
  • Sumitomo Mitsui Trust Group first reported a position in iShares MSCI China ETF in Q3 2017 and held it in 15 quarters.
  • Sumitomo Mitsui Trust Group's iShares MSCI China ETF position peaked at $21.1M in Q2 2018.
  • 270 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q2 2023.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2023, filed 31 Jul 2023.