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Accel Wealth Management’s J.M. Smucker SJM Stock Holding History

Accel 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
2022
Q3 		– Sell
-494
Closed -$65K – 1092
2022
Q2 		$65K Buy
494
+4
+0.8% +$533 0.04% 306
2022
Q1 		$67K Buy
490
+4
+0.8% +$545 0.03% 312
2021
Q4 		$66K Buy
+486
New +$62K 0.03% 331

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Accel Wealth Management's SJM Position: Q3 2022 in Review

Accel Wealth Management sold out of J.M. Smucker (SJM) in Q3 2022, closing a stake of 494 shares — an estimated $65K sold.

Accel Wealth Management first reported a position in SJM in Q4 2021 and held it in 3 quarters. The position peaked at $67K in Q1 2022. 881 funds tracked by Wall St. Rank hold SJM as of Q3 2022.

  • Accel Wealth Management reported no remaining J.M. Smucker position as of Q3 2022 after selling out during the quarter.
  • Accel Wealth Management sold 494 J.M. Smucker shares in Q3 2022, an estimated $65K.
  • Accel Wealth Management first reported a position in J.M. Smucker in Q4 2021 and held it in 3 quarters.
  • Accel Wealth Management's J.M. Smucker position peaked at $67K in Q1 2022.
  • 881 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2022.

Based on Accel Wealth Management's 13F filing for Q3 2022, filed 12 Oct 2022.