SW
MITSY

SVB Wealth’s MITSUI & CO LTD ADR (US) MITSY Stock Holding History

SVB Wealth’s Portfolio MITSY Stock Details MITSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-514
Closed -$214K – 1828
2024
Q4 		$214K Buy
+514
New +$214K ﹤0.01% 663
2024
Q3 		– Sell
-304
Closed -$279K – 667
2024
Q2 		$279K Sell
304
-57
-16% -$52.4K 0.01% 580
2024
Q1 		$339K Sell
361
-16
-4% -$15K 0.01% 593
2023
Q4 		$282K Buy
377
+7
+2% +$5.24K 0.01% 647
2023
Q3 		$269K Sell
370
-80
-18% -$58.1K 0.01% 648
2023
Q2 		$340K Buy
450
+20
+5% +$15.1K 0.01% 616
2023
Q1 		$268K Buy
430
+14
+3% +$8.74K ﹤0.01% 766
2022
Q4 		$243K Buy
+416
New +$243K ﹤0.01% 834
2022
Q3 		– Sell
-465
Closed -$204K – 1024
2022
Q2 		$204K Sell
465
-1
-0.2% -$439 ﹤0.01% 681
2022
Q1 		$255K Sell
466
-100
-18% -$54.7K ﹤0.01% 626
2021
Q4 		$269K Sell
566
-1,622
-74% -$771K ﹤0.01% 614
2021
Q3 		$964K Sell
2,188
-17
-0.8% -$7.49K 0.01% 402
2021
Q2 		$993K Buy
2,205
+1,249
+131% +$562K 0.01% 387
2021
Q1 		$398K Buy
956
+277
+41% +$115K 0.01% 582
2020
Q4 		$249K Buy
+679
New +$249K ﹤0.01% 684

Other funds holding MITSY

GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
CT
Chicago Trust Grayslake, Illinois $690M AUM 33.05% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
BWAM
Boyd Watterson Asset Management Cleveland, Ohio $326M AUM 28.17% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

SVB Wealth's MITSY Position: Q1 2025 in Review

SVB Wealth sold out of MITSUI & CO LTD ADR (US) (MITSY) in Q1 2025, closing a stake of 514 shares — an estimated $214K sold.

SVB Wealth first reported a position in MITSY in Q4 2020 and held it in 15 quarters. The position peaked at $993K in Q2 2021. 10 funds tracked by Wall St. Rank hold MITSY as of Q1 2025.

  • SVB Wealth reported no remaining MITSUI & CO LTD ADR (US) position as of Q1 2025 after selling out during the quarter.
  • SVB Wealth sold 514 MITSUI & CO LTD ADR (US) shares in Q1 2025, an estimated $214K.
  • SVB Wealth first reported a position in MITSUI & CO LTD ADR (US) in Q4 2020 and held it in 15 quarters.
  • SVB Wealth's MITSUI & CO LTD ADR (US) position peaked at $993K in Q2 2021.
  • 10 funds tracked by Wall St. Rank held MITSUI & CO LTD ADR (US) as of Q1 2025.

Based on SVB Wealth's 13F filing for Q1 2025, filed 14 May 2025.