Todd Asset Management
SMFG icon

Todd Asset Management’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

Todd Asset Management’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
2020
Q3 		– Sell
-1,457,992
Closed -$8.19M – 218
2020
Q2 		$8.19M Buy
1,457,992
+3,363
+0.2% +$18.2K 0.26% 141
2020
Q1 		$6.97M Buy
1,454,629
+3,602
+0.2% +$23.2K 0.27% 137
2019
Q4 		$10.8M Buy
1,451,027
+10,282
+0.7% +$74K 0.27% 144
2019
Q3 		$9.9M Sell
1,440,745
-589,996
-29% -$4.03M 0.27% 142
2019
Q2 		$14.3M Sell
2,030,741
-6,055
-0.3% -$42.9K 0.39% 120
2019
Q1 		$14.3M Buy
2,036,796
+66,933
+3% +$479K 0.4% 116
2018
Q4 		$12.8M Buy
1,969,863
+67,052
+4% +$501K 0.41% 114
2018
Q3 		$15.3M Buy
1,902,811
+7,532
+0.4% +$59.5K 0.42% 113
2018
Q2 		$14.7M Buy
1,895,279
+8,470
+0.4% +$70.4K 0.41% 109
2018
Q1 		$16M Buy
1,886,809
+453,281
+32% +$4.05M 0.44% 97
2017
Q4 		$12.5M Buy
+1,433,528
New +$11.6M 0.34% 123
2015
Q4 		– Sell
-340,100
Closed -$2.6M – 237
2015
Q3 		$2.6M Buy
+340,100
New +$2.86M 0.08% 157

Other funds holding SMFG

Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Cowen Investment Management
Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return
Parametric Portfolio Associates
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Aperio Group
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cowen and Company
Cowen and Company New York $2.97B AUM 105.25% 1-Year Est. Return

Todd Asset Management's SMFG Position: Q3 2020 in Review

Todd Asset Management sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q3 2020, closing a stake of 1,457,992 shares — an estimated $8.19M sold.

Todd Asset Management first reported a position in SMFG in Q3 2015 and held it in 12 quarters. The position peaked at $16M in Q1 2018. 201 funds tracked by Wall St. Rank hold SMFG as of Q3 2020.

  • Todd Asset Management reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q3 2020 after selling out during the quarter.
  • Todd Asset Management sold 1,457,992 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q3 2020, an estimated $8.19M.
  • Todd Asset Management first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q3 2015 and held it in 12 quarters.
  • Todd Asset Management's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $16M in Q1 2018.
  • 201 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) as of Q3 2020.

Based on Todd Asset Management's 13F filing for Q3 2020, filed 6 Nov 2020.