Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Prospect Capital PSEC Stock Holding History

Sumitomo Mitsui Trust Group’s Portfolio PSEC Stock Details PSEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-32,901
Closed -$197K – 1143
2023
Q4 		$197K Sell
32,901
-242,573
-88% -$1.4M ﹤0.01% 1113
2023
Q3 		$1.67M Sell
275,474
-266,280
-49% -$1.66M ﹤0.01% 928
2023
Q2 		$3.36M Sell
541,754
-14,641
-3% -$94.2K ﹤0.01% 868
2023
Q1 		$3.87M Hold
556,395
– – ﹤0.01% 857
2022
Q4 		$3.89M Sell
556,395
-55,359
-9% -$398K ﹤0.01% 865
2022
Q3 		$3.79M Sell
611,754
-253,743
-29% -$1.9M ﹤0.01% 874
2022
Q2 		$6.05M Sell
865,497
-40,598
-4% -$312K ﹤0.01% 847
2022
Q1 		$7.5M Sell
906,095
-22,662
-2% -$189K 0.01% 820
2021
Q4 		$7.81M Sell
928,757
-156,722
-14% -$1.32M ﹤0.01% 796
2021
Q3 		$8.36M Buy
1,085,479
+11,980
+1% +$96.6K 0.01% 793
2021
Q2 		$9.01M Sell
1,073,499
-145,809
-12% -$1.22M 0.01% 800
2021
Q1 		$9.35M Sell
1,219,308
-221,061
-15% -$1.53M 0.01% 788
2020
Q4 		$7.79M Sell
1,440,369
-445,411
-24% -$2.35M 0.01% 800
2020
Q3 		$9.48M Sell
1,885,780
-75,756
-4% -$381K 0.01% 764
2020
Q2 		$10M Sell
1,961,536
-495,816
-20% -$2.32M 0.01% 742
2020
Q1 		$10.4M Buy
+2,457,352
New +$14.5M 0.01% 712
2019
Q4 		– Sell
-11,654
Closed -$77K – 1119
2019
Q3 		$77K Sell
11,654
-6,431
-36% -$42.4K ﹤0.01% 1066
2019
Q2 		$118K Hold
18,085
– – ﹤0.01% 1003
2019
Q1 		$118K Buy
18,085
+1,036
+6% +$6.89K ﹤0.01% 966
2018
Q4 		$111K Hold
17,049
– – ﹤0.01% 914
2018
Q3 		$125K Sell
17,049
-1,792
-10% -$12.7K ﹤0.01% 892
2018
Q2 		$126K Sell
18,841
-2,101
-10% -$14K ﹤0.01% 897
2018
Q1 		$137K Sell
20,942
-1,183
-5% -$7.9K ﹤0.01% 894
2017
Q4 		$149K Buy
22,125
+282
+1% +$1.84K ﹤0.01% 893
2017
Q3 		$147K Buy
21,843
+2,184
+11% +$16.4K ﹤0.01% 898
2017
Q2 		$160K Buy
19,659
+1,507
+8% +$12.9K ﹤0.01% 886
2017
Q1 		$164K Buy
18,152
+1,023
+6% +$9.17K ﹤0.01% 877
2016
Q4 		$143K Buy
17,129
+1,866
+12% +$15K ﹤0.01% 879
2016
Q3 		$124K Buy
15,263
+78
+0.5% +$644 ﹤0.01% 857
2016
Q2 		$119K Sell
15,185
-257
-2% -$1.94K ﹤0.01% 854
2016
Q1 		$112K Buy
15,442
+678
+5% +$4.5K ﹤0.01% 871
2015
Q4 		$103K Buy
14,764
+1,502
+11% +$10.9K ﹤0.01% 864
2015
Q3 		$95K Sell
13,262
-1,079
-8% -$8.03K ﹤0.01% 866
2015
Q2 		$106K Buy
14,341
+863
+6% +$6.93K ﹤0.01% 900
2015
Q1 		$114K Buy
13,478
+525
+4% +$4.48K ﹤0.01% 882
2014
Q4 		$107K Buy
12,953
+1,923
+17% +$17.7K ﹤0.01% 880
2014
Q3 		$109K Buy
11,030
+929
+9% +$9.8K ﹤0.01% 837
2014
Q2 		$107K Buy
+10,101
New +$105K ﹤0.01% 797

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
GAA
Global Assets Advisory Orlando, Florida $349M AUM 24.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Sumitomo Mitsui Trust Group's PSEC Position: Q1 2024 in Review

Sumitomo Mitsui Trust Group sold out of Prospect Capital (PSEC) in Q1 2024, closing a stake of 32,901 shares — an estimated $197K sold.

Sumitomo Mitsui Trust Group first reported a position in PSEC in Q2 2014 and held it in 38 quarters. The position peaked at $10.4M in Q1 2020. 232 funds tracked by Wall St. Rank hold PSEC as of Q1 2024.

  • Sumitomo Mitsui Trust Group reported no remaining Prospect Capital position as of Q1 2024 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 32,901 Prospect Capital shares in Q1 2024, an estimated $197K.
  • Sumitomo Mitsui Trust Group first reported a position in Prospect Capital in Q2 2014 and held it in 38 quarters.
  • Sumitomo Mitsui Trust Group's Prospect Capital position peaked at $10.4M in Q1 2020.
  • 232 funds tracked by Wall St. Rank held Prospect Capital as of Q1 2024.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2024, filed 19 Apr 2024.