Susquehanna Fundamental Investments’s Sumitomo Mitsui Financial SMFG Stock Holding History

Susquehanna Fundamental Investments’s Portfolio SMFG Stock Details SMFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-64,865	Closed	-$440K	–	1679
2021 Q4	$440K	Sell	64,865 -83,048	-56%	-$563K	0.01%	962
2021 Q3	$1.04M	Buy	147,913 +114,862	+348%	+$799K	0.02%	838
2021 Q2	$228K	Sell	33,051 -12,603	-28%	-$90.4K	﹤0.01%	1447
2021 Q1	$331K	Sell	45,654 -115,819	-72%	-$807K	0.01%	1272
2020 Q4	$996K	Sell	161,473 -12,800	-7%	-$75.1K	0.02%	866
2020 Q3	$974K	Sell	174,273 -19,500	-10%	-$112K	0.03%	655
2020 Q2	$1.09M	Buy	193,773 +43,000	+29%	+$232K	0.05%	435
2020 Q1	$722K	Buy	+150,773	New	+$971K	0.14%	153

Other funds holding SMFG

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

CIM

Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CAC

Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Susquehanna Fundamental Investments's SMFG Position: Q1 2022 in Review

Susquehanna Fundamental Investments sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2022, closing a stake of 64,865 shares — an estimated $440K sold.

Susquehanna Fundamental Investments first reported a position in SMFG in Q1 2020 and held it in 8 quarters. The position peaked at $1.09M in Q2 2020. 248 funds tracked by Wall St. Rank hold SMFG as of Q1 2022.

Susquehanna Fundamental Investments reported no remaining Sumitomo Mitsui Financial position as of Q1 2022 after selling out during the quarter.
Susquehanna Fundamental Investments sold 64,865 Sumitomo Mitsui Financial shares in Q1 2022, an estimated $440K.
Susquehanna Fundamental Investments first reported a position in Sumitomo Mitsui Financial in Q1 2020 and held it in 8 quarters.
Susquehanna Fundamental Investments's Sumitomo Mitsui Financial position peaked at $1.09M in Q2 2020.
248 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2022.

Based on Susquehanna Fundamental Investments's 13F filing for Q1 2022, filed 16 May 2022.