Sumitomo Mitsui Financial Grp shares owned by Schechter Investment Advisors
Quarter-by-quarter ownership of Sumitomo Mitsui Financial Grp (SMFG) shares owned by Schechter Investment Advisors
from 13F filings
Historical chart of Schechter Investment Advisors investment in Sumitomo Mitsui Financial Grp
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Quarterly reported holdings in Sumitomo Mitsui Financial Grp by Schechter Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $447k | 35k | 12.63 |
| 2024-06-30 | $471k | 35k | 13.41 |
| 2024-03-31 | $396k | 34k | 11.77 |
| 2023-12-31 | $294k | 30k | 9.68 |
| 2023-09-30 | $0 | 73k | 0.00 |
| 2023-06-30 | $608k | 71k | 8.60 |
| 2023-03-31 | $570k | 71k | 7.99 |
| 2022-12-31 | $726k | 91k | 8.02 |
| 2022-09-30 | $509k | 92k | 5.54 |
| 2022-06-30 | $430k | 72k | 5.93 |
| 2022-03-31 | $486k | 77k | 6.33 |
| 2021-12-31 | $538k | 79k | 6.84 |
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