SMFG position history
The shares of Sumitomo Mitsui Financial Group (SMFG) that CAUSEWAY CAPITAL MANAGEMENT LLC reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2021 Q3: 2,288,665 shares, $16M, 0.36% of portfolio
- 2021 Q4: 2,018,269 shares, $14M, 0.30% of portfolio, Reduce −11.8%
- 2022 Q1: 1,978,964 shares, $12M, 0.30% of portfolio, Reduce −1.9%
- 2022 Q2: 1,876,056 shares, $11M, 0.28% of portfolio, Reduce −5.2%
- 2022 Q3: 1,729,467 shares, $9.5M, 0.27% of portfolio, Reduce −7.8%
- 2022 Q4: 1,623,736 shares, $13M, 0.38% of portfolio, Reduce −6.1%
- 2023 Q1: 1,667,593 shares, $13M, 0.32% of portfolio, Add +2.7%
- 2023 Q2: 1,666,326 shares, $14M, 0.38% of portfolio, Reduce −0.1%
- 2023 Q3: 1,033,076 shares, $10M, 0.27% of portfolio, Reduce −38.0%
- 2023 Q4: 988,309 shares, $9.6M, 0.24% of portfolio, Reduce −4.3%
- 2024 Q1: 20,361 shares, $240K, <0.01% of portfolio, Reduce −97.9%
- 2024 Q2: 18,586 shares, $249K, <0.01% of portfolio, Reduce −8.7%
- 2024 Q3: 16,119 shares, $204K, <0.01% of portfolio, Reduce −13.3%
- 2024 Q4: 13,348 shares, $193K, <0.01% of portfolio, Reduce −17.2%
- 2025 Q1: not held, Exit
- 2025 Q2: 301,796 shares, $4.6M, 0.07% of portfolio, New
- 2025 Q3: 800,903 shares, $13M, 0.18% of portfolio, Add +165.4%
- 2025 Q4: 1,177,274 shares, $23M, 0.31% of portfolio, Add +47.0%
- 2026 Q1: 1,267,248 shares, $25M, 0.31% of portfolio, Add +7.6%
- 2026 Q2: 1,392,610 shares, $33M, 0.36% of portfolio, Add +9.9%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
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