Trust Company of Vermont’s Sumitomo Mitsui Financial SMFG Stock Holding History

Trust Company of Vermont’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 Q2	–	Sell	-578	Closed	-$3K	–	859
2020 Q1	$3K	Buy	578 +214	+59%	+$1.38K	﹤0.01%	804
2019 Q4	$3K	Buy	+364	New	+$2.62K	﹤0.01%	851
2018 Q4	–	Sell	-488	Closed	-$4K	–	1029
2018 Q3	$4K	Buy	+488	New	+$3.86K	﹤0.01%	951
2017 Q1	–	Sell	-410	Closed	-$3K	–	913
2016 Q4	$3K	Buy	+410	New	+$2.98K	﹤0.01%	818
2016 Q3	–	Sell	-1,095	Closed	-$6K	–	863
2016 Q2	$6K	Buy	+1,095	New	+$6.69K	﹤0.01%	678

Other funds holding SMFG

Lazard Asset Management New York $60.8B AUM 22.47% 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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

Trust Company of Vermont's SMFG Position: Q2 2020 in Review

Trust Company of Vermont sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2020, closing a stake of 578 shares — an estimated $3K sold.

Trust Company of Vermont first reported a position in SMFG in Q2 2016 and held it in 5 quarters. The position peaked at $6K in Q2 2016. 222 funds tracked by Wall St. Rank hold SMFG as of Q2 2020.

Trust Company of Vermont reported no remaining Sumitomo Mitsui Financial position as of Q2 2020 after selling out during the quarter.
Trust Company of Vermont sold 578 Sumitomo Mitsui Financial shares in Q2 2020, an estimated $3K.
Trust Company of Vermont first reported a position in Sumitomo Mitsui Financial in Q2 2016 and held it in 5 quarters.
Trust Company of Vermont's Sumitomo Mitsui Financial position peaked at $6K in Q2 2016.
222 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2020.

Based on Trust Company of Vermont's 13F filing for Q2 2020, filed 17 Jul 2020.