Thomas White International’s Sumitomo Mitsui Financial SMFG Stock Holding History

Thomas White International’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
2023 Q2	$2.37M	Sell	275,348 -1,126	-0.4%	-$9.3K	0.49%	69
2023 Q1	$2.21M	Buy	276,474 +11,249	+4%	+$95.2K	0.47%	69
2022 Q4	$2.13M	Buy	265,225 +20,273	+8%	+$129K	0.47%	74
2022 Q3	$1.35M	Buy	244,952 +5,327	+2%	+$32.1K	0.32%	103
2022 Q2	$1.41M	Buy	239,625 +47,702	+25%	+$288K	0.28%	105
2022 Q1	$1.2M	Buy	+191,923	New	+$1.37M	0.2%	120
2017 Q3	–	Sell	-374	Closed	-$3K	–	250
2017 Q2	$3K	Hold	374	–	–	﹤0.01%	246
2017 Q1	$3K	Hold	374	–	–	﹤0.01%	317
2016 Q4	$3K	Hold	374	–	–	﹤0.01%	300
2016 Q3	$3K	Sell	374 -287	-43%	-$1.86K	﹤0.01%	283
2016 Q2	$4K	Hold	661	–	–	﹤0.01%	255
2016 Q1	$4K	Hold	661	–	–	﹤0.01%	277
2015 Q4	$5K	Sell	661 -308	-32%	-$2.42K	﹤0.01%	302
2015 Q3	$7K	Buy	+969	New	+$8.14K	﹤0.01%	325

Other funds holding SMFG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CIM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Thomas White International's SMFG Position: Q2 2023 in Review

Thomas White International reduced its Sumitomo Mitsui Financial (SMFG) stake by 0.41% in Q2 2023, selling an estimated $9.3K and leaving 275,348 shares worth $2.37M. The position accounts for 0.49% of the portfolio, ranked #69.

Thomas White International first reported a position in SMFG in Q3 2015 and has held it in 14 quarters since. 264 funds tracked by Wall St. Rank hold SMFG as of Q2 2023.

Thomas White International held 275,348 shares of Sumitomo Mitsui Financial worth $2.37M as of Q2 2023.
Thomas White International sold 1,126 Sumitomo Mitsui Financial shares in Q2 2023, an estimated $9.3K.
Sumitomo Mitsui Financial made up 0.49% of Thomas White International's portfolio in Q2 2023, its #69 holding.
Thomas White International first reported a position in Sumitomo Mitsui Financial in Q3 2015 and has held it in 14 quarters since.
264 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2023.

Based on Thomas White International's 13F filing for Q2 2023, filed 14 Aug 2023.