Sumitomo Mitsui Financial Grp shares owned by Morningstar Investment Services
Quarter-by-quarter ownership of Sumitomo Mitsui Financial Grp (SMFG) shares owned by Morningstar Investment Services
from 13F filings
Historical chart of Morningstar Investment Services investment in Sumitomo Mitsui Financial Grp
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Quarterly reported holdings in Sumitomo Mitsui Financial Grp by Morningstar Investment Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.0M | 85k | 12.17 |
| 2024-03-31 | $988k | 84k | 11.82 |
| 2023-12-31 | $1.6M | 166k | 9.63 |
| 2023-09-30 | $827k | 82k | 10.08 |
| 2023-06-30 | $667k | 78k | 8.59 |
| 2023-03-31 | $575k | 73k | 7.92 |
| 2022-12-31 | $564k | 69k | 8.18 |
| 2022-09-30 | $400k | 71k | 5.61 |
| 2022-06-30 | $405k | 68k | 5.98 |
| 2022-03-31 | $364k | 55k | 6.58 |
| 2021-12-31 | $355k | 52k | 6.79 |
| 2021-09-30 | $352k | 49k | 7.25 |
| 2021-06-30 | $278k | 40k | 6.97 |
| 2021-03-31 | $236k | 32k | 7.45 |
| 2020-12-31 | $170k | 28k | 6.18 |
| 2020-09-30 | $266k | 46k | 5.73 |
| 2020-06-30 | $268k | 47k | 5.65 |
| 2020-03-31 | $255k | 50k | 5.10 |
| 2019-12-31 | $381k | 51k | 7.41 |
| 2019-09-30 | $325k | 47k | 6.85 |
| 2019-06-30 | $370k | 52k | 7.07 |
| 2019-03-31 | $299k | 43k | 7.03 |
| 2018-12-31 | $326k | 50k | 6.51 |
| 2018-09-30 | $400k | 50k | 8.03 |
| 2018-06-30 | $409k | 53k | 7.77 |
| 2018-03-31 | $417k | 49k | 8.50 |
| 2017-12-31 | $378k | 44k | 8.70 |
| 2017-09-30 | $290k | 38k | 7.71 |
| 2017-06-30 | $255k | 33k | 7.85 |
| 2017-03-31 | $182k | 25k | 7.26 |
| 2016-12-31 | $144k | 19k | 7.62 |
| 2016-09-30 | $128k | 19k | 6.78 |
| 2016-06-30 | $109k | 19k | 5.71 |
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