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Vantage Consulting Group’s Sumitomo Mitsui Financial SMFG Stock Holding History

Vantage Consulting Group’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
-516
Closed -$3K – 1333
2020
Q4 		$3K Buy
+516
New +$3.03K ﹤0.01% 1591

Other funds holding SMFG

Lazard Asset Management
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
BlackRock New York $6.73T AUM 46.02% 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
Renaissance Technologies
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vantage Consulting Group's SMFG Position: Q1 2021 in Review

Vantage Consulting Group sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2021, closing a stake of 516 shares — an estimated $3K sold.

Vantage Consulting Group first reported a position in SMFG in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 229 funds tracked by Wall St. Rank hold SMFG as of Q1 2021.

  • Vantage Consulting Group reported no remaining Sumitomo Mitsui Financial position as of Q1 2021 after selling out during the quarter.
  • Vantage Consulting Group sold 516 Sumitomo Mitsui Financial shares in Q1 2021, an estimated $3K.
  • Vantage Consulting Group first reported a position in Sumitomo Mitsui Financial in Q4 2020 and held it in 1 quarter.
  • Vantage Consulting Group's Sumitomo Mitsui Financial position peaked at $3K in Q4 2020.
  • 229 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2021.

Based on Vantage Consulting Group's 13F filing for Q1 2021, filed 14 May 2021.