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WT
Washington Trust’s
Sumitomo Mitsui Financial
SMFG
Stock Holding History
Washington Trust’s Portfolio
SMFG Stock Details
SMFG Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q4
–
Sell
-555
Closed
-$5.47K
–
943
2023
Q3
$5.47K
Buy
555
+8
+1%
+$74
﹤0.01%
676
2023
Q2
$4.7K
Sell
547
-7
-1%
-$58
﹤0.01%
714
2023
Q1
$4.43K
Sell
554
-321
-37%
-$2.72K
﹤0.01%
734
2022
Q4
$7.02K
Sell
875
-67
-7%
-$427
﹤0.01%
681
2022
Q3
$5K
Buy
942
+28
+3%
+$169
﹤0.01%
721
2022
Q2
$5K
Sell
914
-114
-11%
-$689
﹤0.01%
724
2022
Q1
$6K
Buy
1,028
+18
+2%
+$128
﹤0.01%
728
2021
Q4
$7K
Buy
1,010
+19
+2%
+$129
﹤0.01%
706
2021
Q3
$7K
Hold
991
–
–
﹤0.01%
824
2021
Q2
$7K
Hold
991
–
–
﹤0.01%
828
2021
Q1
$7K
Sell
991
-76
-7%
-$529
﹤0.01%
796
2020
Q4
$7K
Hold
1,067
–
–
﹤0.01%
777
2020
Q3
$6K
Sell
1,067
-32
-3%
-$183
﹤0.01%
780
2020
Q2
$6K
Sell
1,099
-140
-11%
-$756
﹤0.01%
692
2020
Q1
$6K
Buy
+1,239
New
+$7.98K
﹤0.01%
740
2018
Q3
–
Sell
-966
Closed
-$8K
–
711
2018
Q2
$8K
Buy
+966
New
+$8.03K
﹤0.01%
699
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
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
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Millennium Management
New York
$240B AUM
35.51%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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