Number of Shares
95,463.00
Current Holdings Value*
$1.48 Mil
% of Portfolio
3.95%
Total Estimate Gain
$126,340.49
% of Total Estimate Gain
9.48%

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

As of 2025-03-31, MORGAN STANLEY INSTITUTIONAL FUND INC held 95,463.00 shares of Sumitomo Mitsui Financial Group Inc(SMFG), totaling $1.48 Mil. This investment constitutes 3.95% of their stock portfolio, and MORGAN STANLEY INSTITUTIONAL FUND INC now holds 0% of the outstanding Sumitomo Mitsui Financial Group Inc(SMFG) stock.

The initial trade took place in 2024Q3. And since then Global Core Portfolio has made 3 purchases of SMFG, at an average price of $13.96, for a total of 95,463.00 shares. Based on historical transaction data and SMFG's current price of $15.28, Global Core Portfolio's estimated gain on his SMFG holdings is $126,340.49, reflecting a 9.48% gain to date.

Global Core Portfolio SMFG ($15.28) Holding Chart

Global Core Portfolio SMFG ($15.28) 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 %

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