Zweig-DiMenna Associates’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

Zweig-DiMenna Associates’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
2018 Q3	–	Sell	-17,900	Closed	-$139K	–	175
2018 Q2	$139K	Buy	+17,900	New	+$149K	0.01%	136
2016 Q1	–	Sell	-18,700	Closed	-$142K	–	268
2015 Q4	$142K	Sell	18,700 -10,800	-37%	-$85K	0.01%	240
2015 Q3	$225K	Buy	+29,500	New	+$248K	0.01%	202
2014 Q2	–	Sell	-27,515	Closed	-$238K	–	293
2014 Q1	$238K	Buy	+27,515	New	+$257K	0.01%	207

Other funds holding SMFG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

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

Zweig-DiMenna Associates's SMFG Position: Q3 2018 in Review

Zweig-DiMenna Associates sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q3 2018, closing a stake of 17,900 shares — an estimated $139K sold.

Zweig-DiMenna Associates first reported a position in SMFG in Q1 2014 and held it in 4 quarters. The position peaked at $238K in Q1 2014. 237 funds tracked by Wall St. Rank hold SMFG as of Q3 2018.

Zweig-DiMenna Associates reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q3 2018 after selling out during the quarter.
Zweig-DiMenna Associates sold 17,900 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q3 2018, an estimated $139K.
Zweig-DiMenna Associates first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q1 2014 and held it in 4 quarters.
Zweig-DiMenna Associates's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $238K in Q1 2014.
237 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 2018.

Based on Zweig-DiMenna Associates's 13F filing for Q3 2018, filed 15 Oct 2018.