Zweig-DiMenna Associates’s Sumitomo Mitsui Financial 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 $295B AUM 31.6% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $871B AUM 31.28% 1-Year Est. Return

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

Zweig-DiMenna Associates sold out of Sumitomo Mitsui Financial (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. 236 funds tracked by Wall St. Rank hold SMFG as of Q3 2018.

Zweig-DiMenna Associates reported no remaining Sumitomo Mitsui Financial position as of Q3 2018 after selling out during the quarter.
Zweig-DiMenna Associates sold 17,900 Sumitomo Mitsui Financial shares in Q3 2018, an estimated $139K.
Zweig-DiMenna Associates first reported a position in Sumitomo Mitsui Financial in Q1 2014 and held it in 4 quarters.
Zweig-DiMenna Associates's Sumitomo Mitsui Financial position peaked at $238K in Q1 2014.
236 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2018.

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