Wellington Management Group
SMFG icon

Wellington Management Group’s Sumitomo Mitsui Financial SMFG Stock Holding History

Wellington Management 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
2019
Q3 		– Sell
-35,091
Closed -$248K – 2106
2019
Q2 		$248K Hold
35,091
– – ﹤0.01% 2005
2019
Q1 		$247K Buy
+35,091
New +$251K ﹤0.01% 1985

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PPA
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Northern Trust
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AG
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Wellington Management Group's SMFG Position: Q3 2019 in Review

Wellington Management Group sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2019, closing a stake of 35,091 shares — an estimated $248K sold.

Wellington Management Group first reported a position in SMFG in Q1 2019 and held it in 2 quarters. The position peaked at $248K in Q2 2019. 223 funds tracked by Wall St. Rank hold SMFG as of Q3 2019.

  • Wellington Management Group reported no remaining Sumitomo Mitsui Financial position as of Q3 2019 after selling out during the quarter.
  • Wellington Management Group sold 35,091 Sumitomo Mitsui Financial shares in Q3 2019, an estimated $248K.
  • Wellington Management Group first reported a position in Sumitomo Mitsui Financial in Q1 2019 and held it in 2 quarters.
  • Wellington Management Group's Sumitomo Mitsui Financial position peaked at $248K in Q2 2019.
  • 223 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2019.

Based on Wellington Management Group's 13F filing for Q3 2019, filed 13 Nov 2019.