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Advisor Partners’s J.M. Smucker SJM Stock Holding History

Advisor Partners’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 		$794K Buy
6,206
+1,572
+34% +$210K 0.06% 345
2022
Q1 		$627K Buy
4,634
+92
+2% +$12.5K 0.04% 444
2021
Q4 		$617K Buy
4,542
+29
+0.6% +$3.7K 0.04% 455
2021
Q3 		$542K Sell
4,513
-171
-4% -$21.7K 0.04% 466
2021
Q2 		$607K Buy
4,684
+140
+3% +$18.6K 0.04% 441
2021
Q1 		$575K Buy
4,544
+195
+4% +$23K 0.04% 446
2020
Q4 		$503K Buy
4,349
+1,015
+30% +$118K 0.04% 451
2020
Q3 		$385K Buy
3,334
+162
+5% +$18.1K 0.03% 464
2020
Q2 		$336K Sell
3,172
-185
-6% -$20.8K 0.03% 483
2020
Q1 		$372K Buy
3,357
+669
+25% +$71.5K 0.05% 381
2019
Q4 		$281K Buy
2,688
+248
+10% +$26.3K 0.03% 507
2019
Q3 		$268K Buy
2,440
+265
+12% +$29.5K 0.03% 512
2019
Q2 		$251K Buy
+2,175
New +$266K 0.03% 523
2018
Q4 		– Sell
-2,762
Closed -$283K – 655
2018
Q3 		$283K Buy
2,762
+127
+5% +$13.9K 0.04% 474
2018
Q2 		$283K Sell
2,635
-492
-16% -$55.2K 0.05% 433
2018
Q1 		$388K Buy
3,127
+393
+14% +$49.1K 0.07% 327
2017
Q4 		$349K Buy
+2,734
New +$304K 0.06% 360
2017
Q3 		– Sell
-1,819
Closed -$215K – 496
2017
Q2 		$215K Sell
1,819
-610
-25% -$77.1K 0.05% 421
2017
Q1 		$318K Buy
2,429
+698
+40% +$94.9K 0.08% 306
2016
Q4 		$222K Buy
+1,731
New +$224K 0.07% 361
2016
Q3 		– Sell
-1,338
Closed -$204K – 415
2016
Q2 		$204K Buy
+1,338
New +$178K 0.07% 346

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 $3.37T AUM 44.26% 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

Advisor Partners's SJM Position: Q2 2022 in Review

Advisor Partners increased its J.M. Smucker (SJM) stake by 34% in Q2 2022, buying an estimated $210K and bringing the position to 6,206 shares worth $794K. The position accounts for 0.06% of the portfolio, ranked #345.

Advisor Partners first reported a position in SJM in Q2 2016 and has held it in 21 quarters since. 862 funds tracked by Wall St. Rank hold SJM as of Q2 2022.

  • Advisor Partners held 6,206 shares of J.M. Smucker worth $794K as of Q2 2022.
  • Advisor Partners bought 1,572 J.M. Smucker shares in Q2 2022, an estimated $210K.
  • J.M. Smucker made up 0.06% of Advisor Partners's portfolio in Q2 2022, its #345 holding.
  • Advisor Partners first reported a position in J.M. Smucker in Q2 2016 and has held it in 21 quarters since.
  • 862 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.