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Wright Investors Service’s Sumitomo Mitsui Financial SMFG Stock Holding History

Wright Investors Service’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
2024
Q2 		– Sell
-10,226
Closed -$120K – 159
2024
Q1 		$120K Buy
+10,226
New +$110K 0.03% 142
2018
Q1 		– Sell
-19,994
Closed -$174K – 209
2017
Q4 		$174K Sell
19,994
-21,915
-52% -$178K 0.06% 201
2017
Q3 		$323K Buy
41,909
+10,779
+35% +$82.2K 0.12% 173
2017
Q2 		$245K Sell
31,130
-48,980
-61% -$364K 0.09% 203
2017
Q1 		$581K Buy
80,110
+30,655
+62% +$238K 0.24% 130
2016
Q4 		$378K Buy
+49,455
New +$359K 0.16% 169
2016
Q1 		– Sell
-231,328
Closed -$1.76M – 244
2015
Q4 		$1.76M Buy
231,328
+755
+0.3% +$5.94K 0.65% 41
2015
Q3 		$1.76M Buy
230,573
+47,170
+26% +$396K 0.8% 31
2015
Q2 		$1.63M Buy
183,403
+94,090
+105% +$817K 0.78% 35
2015
Q1 		$691K Sell
89,313
-255
-0.3% -$1.91K 0.33% 101
2014
Q4 		$652K Sell
89,568
-485,732
-84% -$3.69M 0.32% 104
2014
Q3 		$4.72M Sell
575,300
-31,185
-5% -$256K 2.33% 3
2014
Q2 		$5.14M Buy
606,485
+154,265
+34% +$1.27M 2.32% 3
2014
Q1 		$3.91M Sell
452,220
-27,840
-6% -$260K 1.76% 10
2013
Q4 		$5.04M Buy
480,060
+116,600
+32% +$1.16M 2.22% 4
2013
Q3 		$3.54M Sell
363,460
-57,485
-14% -$546K 1.6% 11
2013
Q2 		$3.88M Buy
+420,945
New +$3.76M 1.84% 7

Other funds holding SMFG

GAM
Groupama Asset Management Paris, France $6.85B AUM 43.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIM
Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wright Investors Service's SMFG Position: Q2 2024 in Review

Wright Investors Service sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2024, closing a stake of 10,226 shares — an estimated $120K sold.

Wright Investors Service first reported a position in SMFG in Q2 2013 and held it in 17 quarters. The position peaked at $5.14M in Q2 2014. 324 funds tracked by Wall St. Rank hold SMFG as of Q2 2024.

  • Wright Investors Service reported no remaining Sumitomo Mitsui Financial position as of Q2 2024 after selling out during the quarter.
  • Wright Investors Service sold 10,226 Sumitomo Mitsui Financial shares in Q2 2024, an estimated $120K.
  • Wright Investors Service first reported a position in Sumitomo Mitsui Financial in Q2 2013 and held it in 17 quarters.
  • Wright Investors Service's Sumitomo Mitsui Financial position peaked at $5.14M in Q2 2014.
  • 324 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2024.

Based on Wright Investors Service's 13F filing for Q2 2024, filed 26 Jul 2024.