Generalist · Chiyoda-ku, Tokyo, Japan
Sumitomo Mitsui Trust Group
Q4 2017 · compared with Q3 2017
Filed as Sumitomo Mitsui Trust Group, INC.
- Software
- $4.3B
- Weight of 13F
- 5.5%
- Names
- 33
- Net bought
- +$193M
Filed 6 February 2018 · SEC filing.
901 positions in the whole 13F.
Quarters on file
Each quarter on file, back to June 2016 when the filing exists. Net bought is the share change from the previous quarter at that quarter’s close. A split that leaves the dollar value in place counts as flat.
- Q2 202687 names$15.9B−$308M
- Q1 202685 names$15.3B−$973M
- Q4 202592 names$20.7B+$758M
- Q3 202589 names$23.8B+$450M
- Q2 202582 names$22.4B+$206M
- Q1 202580 names$17.6B−$239M
- Q4 202482 names$19.7B−$66.7M
- Q3 202482 names$18.5B+$415M
- Q2 202486 names$18.3B−$1.6B
- Q1 202485 names$20.0B−$421M
- Q4 202381 names$19.2B−$24.9M
- Q3 202380 names$15.9B−$234M
- Q2 202381 names$17.2B−$1.4B
- Q1 202382 names$16.5B−$33.8M
- Q4 202284 names$13.9B−$148M
- Q3 202286 names$13.8B+$347M
- Q2 202286 names$14.9B+$9.7B
- Q1 202276 names$18.4B−$1.2B
- Q4 202179 names$23.5B+$840M
- Q3 202176 names$22.4B+$372M
- Q2 202171 names$22.4B+$2.0B
- Q1 202169 names$19.4B+$1.2B
- Q4 202069 names$18.4B−$760M
- Q3 202068 names$17.2B−$287M
- Q2 202064 names$15.8B+$240M
- Q1 202061 names$11.4B+$1.4B
- Q4 201956 names$10.9B+$263M
- Q3 201952 names$9.7B+$443M
- Q2 201952 names$9.3B+$222M
- Q1 201941 names$8.4B+$39.4M
- Q4 201840 names$6.9B+$1.3B
- Q3 201834 names$6.9B+$193M
- Q2 201834 names$5.7B+$401M
- Q1 201833 names$4.9B+$295M
- Q4 201733 names$4.3B+$193M
- Q3 201733 names$3.7B+$9.6M
- Q2 201732 names$3.5B+$163M
- Q1 201730 names$3.1B+$37.9M
- Q4 201630 names$2.8B−$45.4M
- Q3 201626 names$2.8B+$8.0M
- Q2 201627 names$2.6B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT21,553,135 shares · 43.2% of their software · price +$238M$1.8B+$22.9M
- OracleORCL9,067,660 shares · 10.0% of their software · price −$9.7M$429M−$15.8M
- SalesforceCRM2,480,796 shares · 5.9% of their software · price +$21.9M$254M+$36.8M
- AdobeADBE1,438,949 shares · 5.9% of their software · price +$37.5M$252M+$3.2M
- Automatic Data Processing, Inc.ADP1,446,291 shares · 4.0% of their software · price +$11.4M$169MFlat
- IntuitINTU1,004,735 shares · 3.7% of their software · price +$15.7M$159M+$19.1M
- Block, Inc.XYZ3,595,321 shares · 2.9% of their software · price +$21.1M$125M+$53.3M
- Fiserv, Inc.FISV863,968 shares · 2.7% of their software · price +$1.9M$113M+$1.8M
- Roper Technologies, Inc.ROP291,776 shares · 1.8% of their software · price +$4.6M$75.6MFlat
- Paychex, Inc.PAYX1,063,317 shares · 1.7% of their software · price +$8.6M$72.4MFlat
- ServiceNowNOW478,712 shares · 1.5% of their software · price +$6.2M$62.4M+$923K
- AutodeskADSK583,798 shares · 1.4% of their software · price −$4.3M$61.2M+$861K
- WorkdayWDAY579,647 shares · 1.4% of their software · price −$2.1M$59.0M+$9.6M
- VeriskVRSK546,101 shares · 1.2% of their software · price +$7.0M$52.4M+$8.5M
- NetApp, Inc.NTAP781,520 shares · 1.0% of their software · price +$9.0M$43.2MFlat
- ShopifySHOP424,149 shares · 1.0% of their software · price −$6.6M$43.0M+$22.0M
- SynopsysSNPS477,480 shares · 1.0% of their software · price +$2.2M$40.7MFlat
- Palo Alto NetworksPANW270,511 shares · 0.9% of their software$39.2M+$860K
- GuidewireGWRE504,200 shares · 0.9% of their software · price −$1.8M$37.4M+$16.6M
- BroadridgeBR394,327 shares · 0.8% of their software · price +$3.8M$35.7M+$2.4M
- CadenceCDNS842,270 shares · 0.8% of their software · price +$2.0M$35.2M+$560K
- VeriSign, Inc.VRSN296,336 shares · 0.8% of their software · price +$2.4M$33.9M+$1.1M
- CoStarCSGP106,906 shares · 0.7% of their software · price +$3.1M$31.7M+$3.7M
- AkamaiAKAM485,189 shares · 0.7% of their software · price +$7.9M$31.6MFlat
- TrimbleTRMB740,311 shares · 0.7% of their software · price +$1.0M$30.1M+$675K
- OpenTextOTEX796,003 shares · 0.7% of their software · price +$2.7M$28.4MFlat
- F5, Inc.FFIV188,684 shares · 0.6% of their software · price +$2.0M$24.8MFlat
- SS&CSSNC491,288 shares · 0.5% of their software$19.9MFlat
- VeevaVEEV358,278 shares · 0.5% of their software$19.8MFlat
- FortinetFTNT412,466 shares · 0.4% of their software · price +$3.2M$18.0MFlat
- Sabre CorporationSABR586,372 shares · 0.3% of their software · price +$1.4M$12.0MFlat
- BlackBerry LimitedBB827,906 shares · 0.2% of their software$9.3MFlat
- NICENICE85,871 shares · 0.2% of their software · price +$910K$7.9M+$3.2M