Sumitomo Mitsui Financial Grp shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of Sumitomo Mitsui Financial Grp (SMFG) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in Sumitomo Mitsui Financial Grp
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Quarterly reported holdings in Sumitomo Mitsui Financial Grp by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.0M | 81k | 12.63 |
| 2024-06-30 | $1.1M | 79k | 13.41 |
| 2024-03-31 | $921k | 78k | 11.77 |
| 2023-09-30 | $753k | 77k | 9.85 |
| 2023-06-30 | $638k | 74k | 8.60 |
| 2023-03-31 | $576k | 72k | 8.00 |
| 2022-12-31 | $717k | 89k | 8.02 |
| 2022-09-30 | $480k | 87k | 5.50 |
| 2022-06-30 | $509k | 86k | 5.90 |
| 2022-03-31 | $558k | 89k | 6.27 |
| 2021-12-31 | $473k | 70k | 6.79 |
| 2021-09-30 | $441k | 63k | 7.01 |
| 2020-06-30 | $137k | 24k | 5.63 |
| 2020-03-31 | $649k | 136k | 4.79 |
| 2019-12-31 | $1.2M | 170k | 7.02 |
| 2019-09-30 | $1.3M | 184k | 7.32 |
| 2019-06-30 | $1.4M | 197k | 6.91 |
| 2019-03-31 | $938k | 134k | 7.03 |
| 2018-12-31 | $808k | 114k | 7.07 |
| 2018-09-30 | $536k | 67k | 7.95 |
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