VCM
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Vigilant Capital Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Vigilant Capital Management’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
Q4 		– Sell
-1,227
Closed -$9K – 738
2021
Q3 		$9K Buy
+1,227
New +$8.54K ﹤0.01% 516
2019
Q3 		– Sell
-166
Closed -$1K – 416
2019
Q2 		$1K Buy
+166
New +$1.18K ﹤0.01% 395
2016
Q3 		– Sell
-644
Closed -$4K – 357
2016
Q2 		$4K Buy
+644
New +$3.94K ﹤0.01% 331

Other funds holding SMFG

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CIM
Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Vigilant Capital Management's SMFG Position: Q4 2021 in Review

Vigilant Capital Management sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2021, closing a stake of 1,227 shares — an estimated $9K sold.

Vigilant Capital Management first reported a position in SMFG in Q2 2016 and held it in 3 quarters. The position peaked at $9K in Q3 2021. 241 funds tracked by Wall St. Rank hold SMFG as of Q4 2021.

  • Vigilant Capital Management reported no remaining Sumitomo Mitsui Financial position as of Q4 2021 after selling out during the quarter.
  • Vigilant Capital Management sold 1,227 Sumitomo Mitsui Financial shares in Q4 2021, an estimated $9K.
  • Vigilant Capital Management first reported a position in Sumitomo Mitsui Financial in Q2 2016 and held it in 3 quarters.
  • Vigilant Capital Management's Sumitomo Mitsui Financial position peaked at $9K in Q3 2021.
  • 241 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2021.

Based on Vigilant Capital Management's 13F filing for Q4 2021, filed 6 Jan 2022.