ACG Wealth’s J.M. Smucker SJM Stock Holding History

ACG Wealth’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	-701	Closed	-$90K	–	877
2022 Q2	$90K	Buy	+701	New	+$93.5K	0.02%	346

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ACG Wealth's SJM Position: Q3 2022 in Review

ACG Wealth sold out of J.M. Smucker (SJM) in Q3 2022, closing a stake of 701 shares — an estimated $90K sold.

ACG Wealth first reported a position in SJM in Q2 2022 and held it in 1 quarter. The position peaked at $90K in Q2 2022. 881 funds tracked by Wall St. Rank hold SJM as of Q3 2022.

ACG Wealth reported no remaining J.M. Smucker position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 701 J.M. Smucker shares in Q3 2022, an estimated $90K.
ACG Wealth first reported a position in J.M. Smucker in Q2 2022 and held it in 1 quarter.
ACG Wealth's J.M. Smucker position peaked at $90K in Q2 2022.
881 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.