Sumitomo Mitsui Financial Grp shares owned by United Capital Financial Advisers
Quarter-by-quarter ownership of Sumitomo Mitsui Financial Grp (SMFG) shares owned by United Capital Financial Advisers
from 13F filings
Historical chart of United Capital Financial Advisers investment in Sumitomo Mitsui Financial Grp
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Quarterly reported holdings in Sumitomo Mitsui Financial Grp by United Capital Financial Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $958k | 81k | 11.77 |
| 2023-12-31 | $869k | 90k | 9.68 |
| 2022-12-31 | $85k | 11k | 8.02 |
| 2019-12-31 | $573k | 77k | 7.42 |
| 2019-06-30 | $1.1M | 153k | 7.06 |
| 2019-03-31 | $459k | 65k | 7.03 |
| 2018-12-31 | $385k | 59k | 6.51 |
| 2018-09-30 | $569k | 71k | 8.04 |
| 2018-06-30 | $476k | 61k | 7.77 |
| 2018-03-31 | $413k | 49k | 8.51 |
| 2017-12-31 | $348k | 40k | 8.69 |
| 2017-09-30 | $228k | 30k | 7.72 |
| 2017-06-30 | $2.9M | 369k | 7.86 |
| 2017-03-31 | $1.9M | 269k | 7.25 |
| 2016-12-31 | $1.9M | 250k | 7.64 |
| 2016-06-30 | $82k | 14k | 5.99 |
| 2016-03-31 | $85k | 14k | 6.02 |
| 2015-12-31 | $707k | 93k | 7.59 |
| 2015-09-30 | $715k | 94k | 7.63 |
| 2015-03-31 | $110k | 13k | 8.77 |
| 2014-09-30 | $104k | 13k | 8.17 |
| 2014-03-31 | $870k | 101k | 8.65 |
| 2013-12-31 | $832k | 79k | 10.49 |
| 2013-06-30 | $128k | 14k | 9.21 |
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