Number of Shares
309,000.00
Current Holdings Value*
$4.78 Mil
% of Portfolio
2.73%
Total Estimate Gain
$2.09 Mil
% of Total Estimate Gain
64.60%

Timothy Plan International Fund's Sumitomo Mitsui Financial Group Inc Holding Summary

As of 2025-03-31, TIMOTHY PLAN held 309,000.00 shares of Sumitomo Mitsui Financial Group Inc(SMFG), totaling $4.78 Mil. This investment constitutes 2.73% of their stock portfolio, and TIMOTHY PLAN now holds 0% of the outstanding Sumitomo Mitsui Financial Group Inc(SMFG) stock.

The initial trade took place in 2023Q2. And since then Timothy Plan International Fund has made 5 purchases of SMFG, at an average price of $9.67, for a total of 334,000.00 shares. In addition, there have been 1 sales at an average price of $15.21 for 25,000.00 shares. Based on historical transaction data and SMFG's current price of $15.97, Timothy Plan International Fund's estimated gain on his SMFG holdings is $2.09 Mil, reflecting a 64.60% gain to date.

Timothy Plan International Fund SMFG ($15.97) Holding Chart

Timothy Plan International Fund SMFG ($15.97) 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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