Sumitomo Mitsui Spons ADR (SMFG)
| Sector: | Financials |
| |
| Super Investor Stats: | |
| Ownership count: | 2 |
| Ownership rank: | 481 |
| % of all portfolios: | 0.004% |
| Hold Price * : | $19.75 |
| History |
Portfolio Manager |
Activity ▼ |
Share change |
% change to portfolio |
| Q1  2026 |
| ≡ |
Richard Pzena - Pzena Investment Management |
Add 14.31% |
4,075 |
0.00 |
| ≡ |
Sarah Ketterer - Causeway Capital Management |
Add 7.64% |
89,974 |
0.02 |
| Q4  2025 |
| ≡ |
Sarah Ketterer - Causeway Capital Management |
Add 46.99% |
376,371 |
0.10 |
| ≡ |
Richard Pzena - Pzena Investment Management |
Add 15.34% |
3,786 |
0.00 |
| Q3  2025 |
| ≡ |
Sarah Ketterer - Causeway Capital Management |
Add 165.38% |
499,107 |
0.11 |
| ≡ |
Richard Pzena - Pzena Investment Management |
Add 2.64% |
635 |
0.00 |
| Q2  2025 |
| ≡ |
Richard Pzena - Pzena Investment Management |
Add 8.67% |
1,918 |
0.00 |
| ≡ |
Sarah Ketterer - Causeway Capital Management |
Buy |
301,796 |
0.07 |
| Q1  2025 |
| ≡ |
Richard Pzena - Pzena Investment Management |
Add 12.82% |
2,515 |
0.00 |
| ≡ |
Sarah Ketterer - Causeway Capital Management |
Sell 100.00% |
13,348 |
0.00 |
| Q4  2024 |
| ≡ |
Richard Pzena - Pzena Investment Management |
Add 5.39% |
1,004 |
0.00 |
| ≡ |
Sarah Ketterer - Causeway Capital Management |
Reduce 17.19% |
2,771 |
0.00 |
| Q3  2024 |
| ≡ |
Sarah Ketterer - Causeway Capital Management |
Reduce 13.27% |
2,467 |
0.00 |
| ≡ |
Richard Pzena - Pzena Investment Management |
Reduce 15.60% |
3,441 |
0.00 |
| Q2  2024 |
| ≡ |
Richard Pzena - Pzena Investment Management |
Reduce 3.00% |
683 |
0.00 |
| ≡ |
Sarah Ketterer - Causeway Capital Management |
Reduce 8.72% |
1,775 |
0.00 |
| Q1  2024 |
| ≡ |
Sarah Ketterer - Causeway Capital Management |
Reduce 97.94% |
967,948 |
0.48 |
| Q4  2023 |
| ≡ |
Sarah Ketterer - Causeway Capital Management |
Reduce 4.33% |
44,767 |
0.01 |
| Q3  2023 |
| ≡ |
Sarah Ketterer - Causeway Capital Management |
Reduce 38.00% |
633,250 |
0.18 |
| Q2  2023 |
| ≡ |
Sarah Ketterer - Causeway Capital Management |
Reduce 0.08% |
1,267 |
0.00 |
| Q1  2023 |
| ≡ |
Sarah Ketterer - Causeway Capital Management |
Add 2.70% |
43,857 |
0.01 |
* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.