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Verdence Capital Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Verdence Capital Advisors’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
Q4 		– Sell
-66,010
Closed -$650K – 596
2023
Q3 		$650K Buy
66,010
+901
+1% +$8.33K 0.07% 276
2023
Q2 		$560K Sell
65,109
-14,145
-18% -$117K 0.07% 294
2023
Q1 		$634K Sell
79,254
-34,462
-30% -$292K 0.08% 268
2022
Q4 		$912K Sell
113,716
-8,384
-7% -$53.4K 0.11% 187
2022
Q3 		$672K Buy
122,100
+3,402
+3% +$20.5K 0.09% 223
2022
Q2 		$700K Buy
118,698
+3,001
+3% +$18.1K 0.09% 226
2022
Q1 		$725K Buy
115,697
+5,913
+5% +$42.1K 0.08% 239
2021
Q4 		$745K Buy
109,784
+6,013
+6% +$40.7K 0.09% 223
2021
Q3 		$727K Buy
103,771
+6,442
+7% +$44.8K 0.1% 216
2021
Q2 		$671K Buy
97,329
+4,130
+4% +$29.6K 0.09% 218
2021
Q1 		$676K Buy
93,199
+47,384
+103% +$330K 0.11% 186
2020
Q4 		$283K Sell
45,815
-69,280
-60% -$406K 0.05% 311
2020
Q3 		$643K Buy
115,095
+1,049
+0.9% +$6.01K 0.15% 158
2020
Q2 		$641K Buy
114,046
+5,553
+5% +$30K 0.16% 154
2020
Q1 		$520K Buy
108,493
+29,559
+37% +$190K 0.16% 154
2019
Q4 		$585K Sell
78,934
-16,423
-17% -$118K 0.14% 157
2019
Q3 		$652K Buy
95,357
+166
+0.2% +$1.13K 0.18% 141
2019
Q2 		$672K Buy
95,191
+4,874
+5% +$34.5K 0.19% 138
2019
Q1 		$635K Buy
90,317
+585
+0.7% +$4.18K 0.17% 144
2018
Q4 		$584K Buy
89,732
+1,728
+2% +$12.9K 0.16% 130
2018
Q3 		$707K Sell
88,004
-1,531
-2% -$12.1K 0.18% 130
2018
Q2 		$696K Sell
89,535
-5,707
-6% -$47.4K 0.17% 136
2018
Q1 		$810K Buy
95,242
+11,525
+14% +$103K 0.2% 119
2017
Q4 		$728K Buy
+83,717
New +$678K 0.17% 111

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Verdence Capital Advisors's SMFG Position: Q4 2023 in Review

Verdence Capital Advisors sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2023, closing a stake of 66,010 shares — an estimated $650K sold.

Verdence Capital Advisors first reported a position in SMFG in Q4 2017 and held it in 24 quarters. The position peaked at $912K in Q4 2022. 306 funds tracked by Wall St. Rank hold SMFG as of Q4 2023.

  • Verdence Capital Advisors reported no remaining Sumitomo Mitsui Financial position as of Q4 2023 after selling out during the quarter.
  • Verdence Capital Advisors sold 66,010 Sumitomo Mitsui Financial shares in Q4 2023, an estimated $650K.
  • Verdence Capital Advisors first reported a position in Sumitomo Mitsui Financial in Q4 2017 and held it in 24 quarters.
  • Verdence Capital Advisors's Sumitomo Mitsui Financial position peaked at $912K in Q4 2022.
  • 306 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2023.

Based on Verdence Capital Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.