Sumitomo Mitsui Trust Group
WAFD icon

Sumitomo Mitsui Trust Group’s WaFd WAFD Stock Holding History

Sumitomo Mitsui Trust Group’s Portfolio WAFD Stock Details WAFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-6,757
Closed -$227K – 1194
2022
Q4 		$227K Sell
6,757
-6,045
-47% -$211K ﹤0.01% 1167
2022
Q3 		$384K Sell
12,802
-3,300
-20% -$107K ﹤0.01% 1146
2022
Q2 		$483K Buy
+16,102
New +$505K ﹤0.01% 1136

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Dimensional Fund Advisors
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State Street
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Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Sumitomo Mitsui Trust Group's WAFD Position: Q1 2023 in Review

Sumitomo Mitsui Trust Group sold out of WaFd (WAFD) in Q1 2023, closing a stake of 6,757 shares — an estimated $227K sold.

Sumitomo Mitsui Trust Group first reported a position in WAFD in Q2 2022 and held it in 3 quarters. The position peaked at $483K in Q2 2022. 245 funds tracked by Wall St. Rank hold WAFD as of Q1 2023.

  • Sumitomo Mitsui Trust Group reported no remaining WaFd position as of Q1 2023 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 6,757 WaFd shares in Q1 2023, an estimated $227K.
  • Sumitomo Mitsui Trust Group first reported a position in WaFd in Q2 2022 and held it in 3 quarters.
  • Sumitomo Mitsui Trust Group's WaFd position peaked at $483K in Q2 2022.
  • 245 funds tracked by Wall St. Rank held WaFd as of Q1 2023.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2023, filed 27 Apr 2023.