Number of Shares
922,883.00
Current Holdings Value*
$14.27 Mil
% of Portfolio
5.48%
Total Estimate Gain
$409,827.53
% of Total Estimate Gain
3.05%

Global Concentrated Portfolio's Sumitomo Mitsui Financial Group Inc Holding Summary

As of 2025-03-31, MORGAN STANLEY INSTITUTIONAL FUND INC held 922,883.00 shares of Sumitomo Mitsui Financial Group Inc(SMFG), totaling $14.27 Mil. This investment constitutes 5.48% of their stock portfolio, and MORGAN STANLEY INSTITUTIONAL FUND INC now holds 0.01% of the outstanding Sumitomo Mitsui Financial Group Inc(SMFG) stock.

The initial trade took place in 2024Q4. And since then Global Concentrated Portfolio has made 2 purchases of SMFG, at an average price of $14.58, for a total of 922,883.00 shares. Based on historical transaction data and SMFG's current price of $15.02, Global Concentrated Portfolio's estimated gain on his SMFG holdings is $409,827.53, reflecting a 3.05% gain to date.

Global Concentrated Portfolio SMFG ($15.02) Holding Chart

Global Concentrated Portfolio SMFG ($15.02) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1