Twin Focus Capital Partners’s Sumitomo Mitsui Financial SMFG Stock Holding History

Twin Focus Capital Partners’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	–	Sell	-12,815	Closed	-$103K	–	235
2023 Q1	$103K	Hold	12,815	–	–	0.02%	216
2022 Q4	$103K	Sell	12,815 -537	-4%	-$3.42K	0.02%	217
2022 Q3	$73K	Hold	13,352	–	–	0.02%	196
2022 Q2	$79K	Sell	13,352 -152	-1%	-$918	0.02%	202
2022 Q1	$85K	Buy	13,504 +689	+5%	+$4.91K	0.02%	225
2021 Q4	$87K	Buy	+12,815	New	+$86.8K	0.02%	225

Other funds holding SMFG

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

CIM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Twin Focus Capital Partners's SMFG Position: Q2 2023 in Review

Twin Focus Capital Partners sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2023, closing a stake of 12,815 shares — an estimated $103K sold.

Twin Focus Capital Partners first reported a position in SMFG in Q4 2021 and held it in 6 quarters. The position peaked at $103K in Q4 2022. 265 funds tracked by Wall St. Rank hold SMFG as of Q2 2023.

Twin Focus Capital Partners reported no remaining Sumitomo Mitsui Financial position as of Q2 2023 after selling out during the quarter.
Twin Focus Capital Partners sold 12,815 Sumitomo Mitsui Financial shares in Q2 2023, an estimated $103K.
Twin Focus Capital Partners first reported a position in Sumitomo Mitsui Financial in Q4 2021 and held it in 6 quarters.
Twin Focus Capital Partners's Sumitomo Mitsui Financial position peaked at $103K in Q4 2022.
265 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2023.

Based on Twin Focus Capital Partners's 13F filing for Q2 2023, filed 14 Aug 2023.