Weaver Consulting Group’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

Weaver Consulting Group’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
2020 Q3	–	Sell	-589	Closed	-$3K	–	1022
2020 Q2	$3K	Hold	589	–	–	﹤0.01%	761
2020 Q1	$3K	Hold	589	–	–	﹤0.01%	666
2019 Q4	$4K	Hold	589	–	–	﹤0.01%	662
2019 Q3	$4K	Hold	589	–	–	﹤0.01%	646
2019 Q2	$4K	Hold	589	–	–	﹤0.01%	632
2019 Q1	$4K	Buy	+589	New	+$4.21K	﹤0.01%	1171

Other funds holding SMFG

Lazard Asset Management New York $66.1B AUM 33.53% 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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAC

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

Weaver Consulting Group's SMFG Position: Q3 2020 in Review

Weaver Consulting Group sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q3 2020, closing a stake of 589 shares — an estimated $3K sold.

Weaver Consulting Group first reported a position in SMFG in Q1 2019 and held it in 6 quarters. The position peaked at $4K in Q4 2019. 201 funds tracked by Wall St. Rank hold SMFG as of Q3 2020.

Weaver Consulting Group reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q3 2020 after selling out during the quarter.
Weaver Consulting Group sold 589 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q3 2020, an estimated $3K.
Weaver Consulting Group first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q1 2019 and held it in 6 quarters.
Weaver Consulting Group's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $4K in Q4 2019.
201 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) as of Q3 2020.

Based on Weaver Consulting Group's 13F filing for Q3 2020, filed 28 Oct 2020.