Advisors Preferred’s J.M. Smucker SJM Stock Holding History

Advisors Preferred’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 Q1	–	Sell	-12,303	Closed	-$1.96M	–	254
2022 Q4	$1.96M	Sell	12,303 -1,150	-9%	-$171K	0.83%	24
2022 Q3	$1.88M	Buy	13,453 +9,941	+283%	+$1.35M	0.96%	11
2022 Q2	$450K	Sell	3,512 -31,162	-90%	-$4.16M	0.12%	85
2022 Q1	$4.77M	Sell	34,674 -28,063	-45%	-$3.82M	0.38%	31
2021 Q4	$8.58M	Buy	62,737 +46,687	+291%	+$5.95M	0.83%	23
2021 Q3	$1.92M	Buy	+16,050	New	+$2.04M	0.27%	45
2020 Q4	–	Sell	-5,354	Closed	-$618K	–	200
2020 Q3	$618K	Buy	5,354 +772	+17%	+$86.1K	0.12%	47
2020 Q2	$482K	Buy	+4,582	New	+$515K	0.13%	48

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Advisors Preferred's SJM Position: Q1 2023 in Review

Advisors Preferred sold out of J.M. Smucker (SJM) in Q1 2023, closing a stake of 12,303 shares — an estimated $1.96M sold.

Advisors Preferred first reported a position in SJM in Q2 2020 and held it in 8 quarters. The position peaked at $8.58M in Q4 2021. 943 funds tracked by Wall St. Rank hold SJM as of Q1 2023.

Advisors Preferred reported no remaining J.M. Smucker position as of Q1 2023 after selling out during the quarter.
Advisors Preferred sold 12,303 J.M. Smucker shares in Q1 2023, an estimated $1.96M.
Advisors Preferred first reported a position in J.M. Smucker in Q2 2020 and held it in 8 quarters.
Advisors Preferred's J.M. Smucker position peaked at $8.58M in Q4 2021.
943 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2023.

Based on Advisors Preferred's 13F filing for Q1 2023, filed 3 May 2023.