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AAFMAA Wealth Management & Trust’s J.M. Smucker SJM Stock Holding History

AAFMAA Wealth Management & Trust’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
2022
Q2 		– Sell
-8,326
Closed -$1.13M – 69
2022
Q1 		$1.13M Hold
8,326
– – 0.52% 45
2021
Q4 		$1.13M Hold
8,326
– – 0.49% 43
2021
Q3 		$999K Hold
8,326
– – 0.47% 46
2021
Q2 		$1.08M Sell
8,326
-20,000
-71% -$2.66M 0.5% 46
2021
Q1 		$3.58M Buy
28,326
+2,238
+9% +$264K 1.72% 26
2020
Q4 		$3.02M Buy
+26,088
New +$3.03M 1.46% 33

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

AAFMAA Wealth Management & Trust's SJM Position: Q2 2022 in Review

AAFMAA Wealth Management & Trust sold out of J.M. Smucker (SJM) in Q2 2022, closing a stake of 8,326 shares — an estimated $1.13M sold.

AAFMAA Wealth Management & Trust first reported a position in SJM in Q4 2020 and held it in 6 quarters. The position peaked at $3.58M in Q1 2021. 863 funds tracked by Wall St. Rank hold SJM as of Q2 2022.

  • AAFMAA Wealth Management & Trust reported no remaining J.M. Smucker position as of Q2 2022 after selling out during the quarter.
  • AAFMAA Wealth Management & Trust sold 8,326 J.M. Smucker shares in Q2 2022, an estimated $1.13M.
  • AAFMAA Wealth Management & Trust first reported a position in J.M. Smucker in Q4 2020 and held it in 6 quarters.
  • AAFMAA Wealth Management & Trust's J.M. Smucker position peaked at $3.58M in Q1 2021.
  • 863 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2022.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q2 2022, filed 12 Aug 2022.