TAM
Todd Asset Management’s Sumitomo Mitsui Financial SMFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | +$18.9K | 0.26% | 141 |
|
|
2020
Q1 | $6.97M | Buy |
1,454,629
+3,602
| +0.2% | +$17.3K | 0.27% | 137 |
|
|
2019
Q4 | $10.8M | Buy |
1,451,027
+10,282
| +0.7% | +$76.2K | 0.27% | 144 |
|
|
2019
Q3 | $9.86M | Sell |
1,440,745
-589,996
| -29% | -$4.04M | 0.27% | 142 |
|
|
2019
Q2 | $14.3M | Sell |
2,030,741
-6,055
| -0.3% | -$42.7K | 0.39% | 120 |
|
|
2019
Q1 | $14.3M | Buy |
2,036,796
+66,933
| +3% | +$471K | 0.4% | 116 |
|
|
2018
Q4 | $12.8M | Buy |
1,969,863
+67,052
| +4% | +$436K | 0.41% | 114 |
|
|
2018
Q3 | $15.3M | Buy |
1,902,811
+7,532
| +0.4% | +$60.5K | 0.42% | 113 |
|
|
2018
Q2 | $14.7M | Buy |
1,895,279
+8,470
| +0.4% | +$65.8K | 0.41% | 109 |
|
|
2018
Q1 | $16M | Buy |
1,886,809
+453,281
| +32% | +$3.85M | 0.44% | 97 |
|
|
2017
Q4 | $12.5M | Buy |
+1,433,528
| New | +$12.5M | 0.34% | 123 |
|
|
2015
Q4 | – | Sell |
-340,100
| Closed | -$2.6M | – | 237 |
|
|
2015
Q3 | $2.6M | Buy |
+340,100
| New | +$2.6M | 0.08% | 157 |
|