WealthStone’s Sumitomo Mitsui Financial SMFG Stock Holding History

WealthStone’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	$2.16M	Buy	297,735 +429	+0.1%	+$2.99K	0.75%	19
2020 Q4	$1.83M	Buy	297,306 +497	+0.2%	+$2.92K	0.65%	21
2020 Q3	$1.66M	Buy	296,809 +274,031	+1,203%	+$1.57M	0.76%	18
2020 Q2	$128K	Buy	+22,778	New	+$123K	0.06%	162
2019 Q3	–	Sell	-143	Closed	-$1.01K	–	514
2019 Q2	$1.01K	Buy	+143	New	+$1.01K	﹤0.01%	673

Other funds holding SMFG

Lazard Asset Management New York $60.8B AUM 22.47% 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

CAC

Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WealthStone's SMFG Position: Q1 2021 in Review

WealthStone increased its Sumitomo Mitsui Financial (SMFG) stake by 0.14% in Q1 2021, buying an estimated $2.99K and bringing the position to 297,735 shares worth $2.16M. The position accounts for 0.75% of the portfolio, ranked #19.

WealthStone first reported a position in SMFG in Q2 2019 and has held it in 5 quarters since. 229 funds tracked by Wall St. Rank hold SMFG as of Q1 2021.

WealthStone held 297,735 shares of Sumitomo Mitsui Financial worth $2.16M as of Q1 2021.
WealthStone bought 429 Sumitomo Mitsui Financial shares in Q1 2021, an estimated $2.99K.
Sumitomo Mitsui Financial made up 0.75% of WealthStone's portfolio in Q1 2021, its #19 holding.
WealthStone first reported a position in Sumitomo Mitsui Financial in Q2 2019 and has held it in 5 quarters since.
229 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.