WCM
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Weld Capital Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Weld 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
2019
Q3 		– Sell
-52,713
Closed -$372K – 979
2019
Q2 		$372K Buy
+52,713
New +$373K 0.07% 476

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LP
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Morgan Stanley
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PPA
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Northern Trust
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Wells Fargo
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AG
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Weld Capital Management's SMFG Position: Q3 2019 in Review

Weld Capital Management sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2019, closing a stake of 52,713 shares — an estimated $372K sold.

Weld Capital Management first reported a position in SMFG in Q2 2019 and held it in 1 quarter. The position peaked at $372K in Q2 2019. 223 funds tracked by Wall St. Rank hold SMFG as of Q3 2019.

  • Weld Capital Management reported no remaining Sumitomo Mitsui Financial position as of Q3 2019 after selling out during the quarter.
  • Weld Capital Management sold 52,713 Sumitomo Mitsui Financial shares in Q3 2019, an estimated $372K.
  • Weld Capital Management first reported a position in Sumitomo Mitsui Financial in Q2 2019 and held it in 1 quarter.
  • Weld Capital Management's Sumitomo Mitsui Financial position peaked at $372K in Q2 2019.
  • 223 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2019.

Based on Weld Capital Management's 13F filing for Q3 2019, filed 14 Nov 2019.