Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s iShares Semiconductor ETF SOXX Stock Holding History

Sumitomo Mitsui Trust Group’s Portfolio SOXX Stock Details SOXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,000
Closed -$226K – 1131
2024
Q1 		$226K Sell
1,000
-500
-33% -$104K ﹤0.01% 1094
2023
Q4 		$288K Buy
+1,500
New +$252K ﹤0.01% 1084
2017
Q4 		– Sell
-6,828
Closed -$361K – 913
2017
Q3 		$361K Buy
+6,828
New +$340K ﹤0.01% 867

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sumitomo Mitsui Trust Group's SOXX Position: Q2 2024 in Review

Sumitomo Mitsui Trust Group sold out of iShares Semiconductor ETF (SOXX) in Q2 2024, closing a stake of 1,000 shares — an estimated $226K sold.

Sumitomo Mitsui Trust Group first reported a position in SOXX in Q3 2017 and held it in 3 quarters. The position peaked at $361K in Q3 2017. 737 funds tracked by Wall St. Rank hold SOXX as of Q2 2024.

  • Sumitomo Mitsui Trust Group reported no remaining iShares Semiconductor ETF position as of Q2 2024 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 1,000 iShares Semiconductor ETF shares in Q2 2024, an estimated $226K.
  • Sumitomo Mitsui Trust Group first reported a position in iShares Semiconductor ETF in Q3 2017 and held it in 3 quarters.
  • Sumitomo Mitsui Trust Group's iShares Semiconductor ETF position peaked at $361K in Q3 2017.
  • 737 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2024.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2024, filed 19 Jul 2024.