9WM
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9258 Wealth Management’s J.M. Smucker SJM Stock Holding History

9258 Wealth Management’s Portfolio SJM Stock Details SJM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,283
Closed -$202K – 328
2023
Q1 		$202K Sell
1,283
-83
-6% -$12.6K 0.04% 305
2022
Q4 		$216K Buy
+1,366
New +$203K 0.05% 295

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

9258 Wealth Management's SJM Position: Q2 2023 in Review

9258 Wealth Management sold out of J.M. Smucker (SJM) in Q2 2023, closing a stake of 1,283 shares — an estimated $202K sold.

9258 Wealth Management first reported a position in SJM in Q4 2022 and held it in 2 quarters. The position peaked at $216K in Q4 2022. 922 funds tracked by Wall St. Rank hold SJM as of Q2 2023.

  • 9258 Wealth Management reported no remaining J.M. Smucker position as of Q2 2023 after selling out during the quarter.
  • 9258 Wealth Management sold 1,283 J.M. Smucker shares in Q2 2023, an estimated $202K.
  • 9258 Wealth Management first reported a position in J.M. Smucker in Q4 2022 and held it in 2 quarters.
  • 9258 Wealth Management's J.M. Smucker position peaked at $216K in Q4 2022.
  • 922 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2023.

Based on 9258 Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.