Chevy Chase Trust Holdings, LLC - SUMITOMO MITSUI FINL GROUP I ownership

SUMITOMO MITSUI FINL GROUP I's ticker is SMFG and the CUSIP is 86562M209. A total of 267 filers reported holding SUMITOMO MITSUI FINL GROUP I in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.3%.

Quarter-by-quarter ownership
Chevy Chase Trust Holdings, LLC ownership history of SUMITOMO MITSUI FINL GROUP I
ValueSharesWeighting
Q3 2023$453,006
+16.1%
45,990
+1.4%
0.00%
+100.0%
Q2 2023$390,156
+9.2%
45,367
+1.5%
0.00%0.0%
Q1 2023$357,408
+23.6%
44,676
+23.9%
0.00%0.0%
Q4 2022$289,129
+67.1%
36,051
+15.0%
0.00%0.0%
Q3 2022$173,000
-19.9%
31,339
-14.5%
0.00%0.0%
Q2 2022$216,000
-4.8%
36,669
+1.0%
0.00%0.0%
Q1 2022$227,000
+59.9%
36,322
+73.7%
0.00%
Q4 2021$142,000
-19.8%
20,908
-18.6%
0.00%
-100.0%
Q2 2021$177,000
-6.3%
25,699
-1.7%
0.00%0.0%
Q1 2021$189,000
+76.6%
26,134
+37.7%
0.00%
Q2 2020$107,000
+11.5%
18,985
-5.1%
0.00%
Q1 2020$96,000
-37.7%
20,001
-4.0%
0.00%
-100.0%
Q4 2019$154,000
+4.8%
20,829
-3.0%
0.00%0.0%
Q3 2019$147,000
-2.6%
21,4640.0%0.00%0.0%
Q2 2019$151,000
-3.2%
21,4640.0%0.00%0.0%
Q1 2019$156,000
+16.4%
21,464
+4.5%
0.00%0.0%
Q4 2018$134,000
-24.3%
20,538
-6.8%
0.00%0.0%
Q3 2018$177,000
+10.6%
22,038
+7.2%
0.00%0.0%
Q2 2018$160,000
-5.3%
20,558
+3.2%
0.00%0.0%
Q1 2018$169,000
+70.7%
19,925
+75.3%
0.00%
Q4 2017$99,000
+6.5%
11,365
-5.9%
0.00%
Q3 2017$93,000
-2.1%
12,0800.0%0.00%
Q2 2017$95,000
+8.0%
12,0800.0%0.00%
Q1 2017$88,000
-4.3%
12,0800.0%0.00%
Q4 2016$92,000
+12.2%
12,0800.0%0.00%
Q3 2016$82,000
+18.8%
12,0800.0%0.00%
Q2 2016$69,000
-17.9%
12,080
-13.9%
0.00%
Q1 2016$84,000
-20.8%
14,0300.0%0.00%
-100.0%
Q4 2015$106,000
-0.9%
14,0300.0%0.00%0.0%
Q3 2015$107,000
-14.4%
14,0300.0%0.00%0.0%
Q2 2015$125,000
+14.7%
14,0300.0%0.00%0.0%
Q1 2015$109,000
+5.8%
14,030
-0.7%
0.00%0.0%
Q4 2014$103,000
-8.0%
14,130
+3.5%
0.00%0.0%
Q3 2014$112,00013,6550.00%
Other shareholders
SUMITOMO MITSUI FINL GROUP I shareholders Q3 2023
NameSharesValueWeighting ↓
Cowen Investment Management LLC 4,152,575$40,942,17851.93%
XY Capital Ltd 677,984$6,678,1423.83%
Capricorn Fund Managers Ltd 920,334$9,065,2903.15%
ANDERSON HOAGLAND & CO 828,637$8,162,0741.09%
Gilman Hill Asset Management, LLC 443,844$4,371,8650.86%
Ramirez Asset Management, Inc. 379,582$3,738,8830.80%
Legacy Wealth Asset Management, LLC 190,683$1,878,2280.69%
Georgetown University 157,800$1,554,3300.56%
Vanguard Capital Wealth Advisors 50,215$494,6180.46%
CHANNING GLOBAL ADVISORS, LLC 38,050$374,7920.36%
View complete list of SUMITOMO MITSUI FINL GROUP I shareholders