Whittier Trust CO Sumitomo Mitsui Financial Group, Inc. Transaction History

Whittier Trust CO

$6.97 Billion
Q2 2024

A detailed history of Whittier Trust CO transactions in Sumitomo Mitsui Financial Group, Inc. stock. As of the latest transaction made, Whittier Trust CO holds 195 shares of SMFG stock, worth $2,373. This represents 0.0% of its overall portfolio holdings.

Number of Shares

195

Holding current value

$2,373

% of portfolio

0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 26, 2024	BUY	$11.1 - $13.41 $2,164 - $2,614	195 New	195 $2,000
Q3 2020 Oct 30, 2020	SELL	$5.35 - $5.95 $9,603 - $10,680	-1,795 Closed	0 $0
Q1 2020 Apr 27, 2020	BUY	$4.61 - $7.47 $3,300 - $5,348	716 Added 66.36%	1,795 $8,000
Q1 2019 Apr 29, 2019	SELL	$6.62 - $7.44 $3,508 - $3,943	-530 Reduced 32.94%	1,079 $8,000
Q3 2018 Oct 23, 2018	BUY	$7.6 - $8.42 $8,200 - $9,085	1,079 Added 203.58%	1,609 $13,000
Q2 2018 Jul 27, 2018	BUY	$7.73 - $8.61 $4,096 - $4,563	530 New	530 $4,000
Q2 2018 Jul 20, 2018	SELL	$7.73 - $8.61 $7,358 - $8,196	-952 Closed	0 $0
Q1 2018 May 01, 2018	BUY	$8.35 - $9.6 $3,523 - $4,051	422 Added 79.62%	952 $8,000
Q4 2017 Feb 07, 2018	SELL	$7.68 - $8.82 $9,000 - $10,337	-1,172 Reduced 68.86%	530 $5,000
Q3 2017 Oct 23, 2017	BUY	$7.35 - $7.96 $12,509 - $13,547	1,702	1,702 $13,000

Others Institutions Holding SMFG

# of Institutions

341

Shares Held

90.1M

Call Options Held

3.56M

Put Options Held

6.6K

Morgan Stanley New York, NY

13.5M
Shares

$164 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

11.3M
Shares

$138 Million
0.03% of portfolio
Black Rock Inc. New York, NY

6.83M
Shares

$83.1 Million
0.0% of portfolio
Clark Capital Management Group, Inc. Philadelphia, PA

4.36M
Shares

$53 Million
0.44% of portfolio
Wells Fargo & Company San Francisco, CA

4.14M
Shares

$50.4 Million
0.01% of portfolio

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 $83.4B
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...

More about SMFG

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