Portfolio changes · featured 13Fs

Activity

Moves in SMFG across featured managers — New / Exit / Add / Reduce.

2 managers with a move of 137 featured filed through 13 Aug 2 shown managers newest 13Fs

SMFG · add · all sizes

2 shown

2 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
13 Aug 1
SMFG	Add	Sarah Ketterer - Causeway Capital Management	+0.05 pp	+9.9% sh	Q1→Q2
7 Aug 1
SMFG	Add	Richard Pzena - Pzena Investment Management	0.00 pp	+14.7% sh	Q1→Q2

As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ port| ≥ 1 pp. Managers Newest 13Fs Home