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WhitTier Trust Company’s Sumitomo Mitsui Financial SMFG Stock Holding History

WhitTier Trust Company’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
Q1 		– Sell
-985
Closed -$7.9K – 1220
2022
Q4 		$7.9K Buy
+985
New +$6.27K ﹤0.01% 972

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIM
Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WhitTier Trust Company's SMFG Position: Q1 2023 in Review

WhitTier Trust Company sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2023, closing a stake of 985 shares — an estimated $7.9K sold.

WhitTier Trust Company first reported a position in SMFG in Q4 2022 and held it in 1 quarter. The position peaked at $7.9K in Q4 2022. 265 funds tracked by Wall St. Rank hold SMFG as of Q1 2023.

  • WhitTier Trust Company reported no remaining Sumitomo Mitsui Financial position as of Q1 2023 after selling out during the quarter.
  • WhitTier Trust Company sold 985 Sumitomo Mitsui Financial shares in Q1 2023, an estimated $7.9K.
  • WhitTier Trust Company first reported a position in Sumitomo Mitsui Financial in Q4 2022 and held it in 1 quarter.
  • WhitTier Trust Company's Sumitomo Mitsui Financial position peaked at $7.9K in Q4 2022.
  • 265 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2023.

Based on WhitTier Trust Company's 13F filing for Q1 2023, filed 21 Apr 2023.