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Washington Trust’s Sumitomo Mitsui Financial SMFG Stock Holding History

Washington Trust’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
-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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIM
Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Washington Trust's SMFG Position: Q4 2023 in Review

Washington Trust sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2023, closing a stake of 555 shares — an estimated $5.47K sold.

Washington Trust first reported a position in SMFG in Q2 2018 and held it in 16 quarters. The position peaked at $8K in Q2 2018. 308 funds tracked by Wall St. Rank hold SMFG as of Q4 2023.

  • Washington Trust reported no remaining Sumitomo Mitsui Financial position as of Q4 2023 after selling out during the quarter.
  • Washington Trust sold 555 Sumitomo Mitsui Financial shares in Q4 2023, an estimated $5.47K.
  • Washington Trust first reported a position in Sumitomo Mitsui Financial in Q2 2018 and held it in 16 quarters.
  • Washington Trust's Sumitomo Mitsui Financial position peaked at $8K in Q2 2018.
  • 308 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2023.

Based on Washington Trust's 13F filing for Q4 2023, filed 18 Jan 2024.