Envestnet Asset Management Inc Sumitomo Mitsui Financial Group, Inc. Transaction History

Envestnet Asset Management Inc

$263 Billion
Q1 2024

A detailed history of Envestnet Asset Management Inc transactions in Sumitomo Mitsui Financial Group, Inc. stock. As of the latest transaction made, Envestnet Asset Management Inc holds 1,563,278 shares of SMFG stock, worth $21.3 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,563,278

Previous 1,222,036 27.92%

Holding current value

$21.3 Million

Previous $11.8 Million 55.54%

% of portfolio

0.01%

Previous 0.0%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$9.6 - $12.33 $3.28 Million - $4.21 Million	341,242 Added 27.92%	1,563,278 $18.4 Million
Q4 2023 Feb 13, 2024	SELL	$9.05 - $10.15 $6.39 Million - $7.16 Million	-705,691 Reduced 36.61%	1,222,036 $11.8 Million
Q3 2023 Nov 13, 2023	SELL	$8.56 - $10.35 $145,965 - $176,488	-17,052 Reduced 0.88%	1,927,727 $19 Million
Q2 2023 Aug 04, 2023	SELL	$7.84 - $8.63 $1.82 Million - $2 Million	-232,278 Reduced 10.67%	1,944,779 $16.7 Million
Q1 2023 May 11, 2023	BUY	$7.66 - $9.03 $2.32 Million - $2.73 Million	302,550 Added 16.14%	2,177,057 $17.4 Million

Q4 2022 Feb 07, 2023	SELL	$5.39 - $8.05 $348,684 - $520,762	-64,691 Reduced 3.34%	1,874,507 $15 Million
Q3 2022 Nov 10, 2022	BUY	$5.5 - $31.5 $2.66 Million - $15.2 Million	483,185 Added 33.19%	1,939,198 $10.7 Million
Q2 2022 Aug 03, 2022	SELL	$5.74 - $6.41 $315,590 - $352,428	-54,981 Reduced 3.64%	1,456,013 $8.59 Million
Q1 2022 May 04, 2022	BUY	$6.27 - $7.7 $1.73 Million - $2.12 Million	275,668 Added 22.32%	1,510,994 $9.47 Million
Q4 2021 Feb 04, 2022	SELL	$6.47 - $7.04 $441,901 - $480,832	-68,300 Reduced 5.24%	1,235,326 $8.39 Million
Q3 2021 Oct 07, 2021	BUY	$6.6 - $7.48 $1.18 Million - $1.34 Million	178,739 Added 15.89%	1,303,626 $9.14 Million
Q2 2021 Aug 04, 2021	BUY	$6.88 - $7.44 $1.45 Million - $1.57 Million	210,902 Added 23.07%	1,124,887 $7.75 Million
Q1 2021 May 04, 2021	BUY	$6.1 - $7.88 $298,515 - $385,623	48,937 Added 5.66%	913,985 $6.63 Million
Q4 2020 Feb 02, 2021	SELL	$5.4 - $6.23 $1.95 Million - $2.25 Million	-360,531 Reduced 29.42%	865,048 $5.34 Million
Q3 2020 Oct 09, 2020	SELL	$5.35 - $5.95 $1.23 Million - $1.37 Million	-230,022 Reduced 15.8%	1,225,579 $6.85 Million
Q2 2020 Jul 08, 2020	SELL	$4.63 - $6.37 $298,519 - $410,705	-64,475 Reduced 4.24%	1,455,601 $8.18 Million
Q1 2020 Apr 23, 2020	SELL	$4.61 - $7.47 $51,111 - $82,819	-11,087 Reduced 0.72%	1,520,076 $7.28 Million
Q4 2019 Feb 11, 2020	SELL	$6.72 - $7.53 $678,888 - $760,718	-101,025 Reduced 6.19%	1,531,163 $11.3 Million
Q3 2019 Oct 17, 2019	SELL	$6.36 - $7.15 $5.92 Million - $6.66 Million	-931,157 Reduced 36.33%	1,632,188 $11.2 Million
Q2 2019 Aug 02, 2019	BUY	$6.83 - $7.32 $1.08 Million - $1.16 Million	158,047 Added 6.57%	2,563,345 $18.1 Million
Q1 2019 May 10, 2019	BUY	$6.62 - $7.44 $4.56 Million - $5.13 Million	689,195 Added 40.16%	2,405,298 $16.9 Million
Q4 2018 Feb 13, 2019	BUY	$6.36 - $8.29 $10.8 Million - $14.1 Million	1,698,505 Added 9651.69%	1,716,103 $11.2 Million
Q3 2018 Nov 14, 2018	SELL	$7.6 - $8.42 $4.41 Million - $4.89 Million	-580,633 Reduced 97.06%	17,598 $141,000
Q2 2018 Aug 10, 2018	SELL	$7.73 - $8.61 $130,791 - $145,681	-16,920 Reduced 2.75%	598,231 $4.65 Million
Q1 2018 May 09, 2018	SELL	$8.35 - $9.6 $1.14 Million - $1.31 Million	-136,682 Reduced 18.18%	615,151 $5.22 Million
Q4 2017 Feb 20, 2018	BUY	$7.68 - $8.82 $793,159 - $910,894	103,276 Added 15.92%	751,833 $6.53 Million
Q3 2017 Nov 13, 2017	SELL	$7.35 - $7.96 $2.3 Million - $2.5 Million	-313,536 Reduced 32.59%	648,557 $5 Million
Q2 2017 Aug 14, 2017	BUY	N/A	962,093	962,093 $7.56 Million

Others Institutions Holding SMFG

# of Institutions

325

Shares Held

89.6M

Call Options Held

25K

Put Options Held

32K

View Full List

About SUMITOMO MITSUI FINANCIAL GROUP, INC.

Ticker SMFG
Exchange OTC
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 6,856,130,048
Market Cap $93.6B
Description
Sumitomo Mitsui Financial Group, Inc., together with its subsidiaries, provides commercial banking, leasing, securities, consumer finance, and other services in Japan, the Americas, Europe, the Middle East, Asia, and Oceania. It operates through four segments: Wholesale Business Unit, Retail Business Unit, Global Business Unit, and Global Market...

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Envestnet Asset Management Inc Sumitomo Mitsui Financial Group, Inc. Transaction History