Trexquant Investment’s Sumitomo Mitsui Financial SMFG Stock Holding History

Trexquant Investment’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
2021 Q1	–	Sell	-23,819	Closed	-$147K	–	1433
2020 Q4	$147K	Buy	+23,819	New	+$140K	0.02%	940
2019 Q4	–	Sell	-54,943	Closed	-$376K	–	1249
2019 Q3	$376K	Buy	+54,943	New	+$375K	0.03%	541
2019 Q2	–	Sell	-14,983	Closed	-$105K	–	1091
2019 Q1	$105K	Sell	14,983 -29,671	-66%	-$212K	0.01%	924
2018 Q4	$291K	Buy	44,654 +24,758	+124%	+$185K	0.02%	792
2018 Q3	$160K	Buy	+19,896	New	+$157K	0.01%	855
2015 Q1	–	Sell	-147,600	Closed	-$1.07M	–	1168
2014 Q4	$1.07M	Buy	+147,600	New	+$1.12M	0.19%	139

Other funds holding SMFG

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

CIM

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

PPA

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

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

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

CAC

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

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

Trexquant Investment's SMFG Position: Q1 2021 in Review

Trexquant Investment sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2021, closing a stake of 23,819 shares — an estimated $147K sold.

Trexquant Investment first reported a position in SMFG in Q4 2014 and held it in 6 quarters. The position peaked at $1.07M in Q4 2014. 229 funds tracked by Wall St. Rank hold SMFG as of Q1 2021.

Trexquant Investment reported no remaining Sumitomo Mitsui Financial position as of Q1 2021 after selling out during the quarter.
Trexquant Investment sold 23,819 Sumitomo Mitsui Financial shares in Q1 2021, an estimated $147K.
Trexquant Investment first reported a position in Sumitomo Mitsui Financial in Q4 2014 and held it in 6 quarters.
Trexquant Investment's Sumitomo Mitsui Financial position peaked at $1.07M in Q4 2014.
229 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2021.

Based on Trexquant Investment's 13F filing for Q1 2021, filed 13 May 2021.