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American Portfolios Advisors’s J.M. Smucker SJM Stock Holding History

American Portfolios Advisors’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 		$126K Buy
919
+8
+0.9% +$1.09K 0.01% 1221
2022
Q2 		$117K Buy
911
+3
+0.3% +$400 ﹤0.01% 1326
2022
Q1 		$123K Sell
908
-13
-1% -$1.77K ﹤0.01% 1408
2021
Q4 		$125K Buy
921
+10
+1% +$1.27K ﹤0.01% 1400
2021
Q3 		$109K Buy
911
+299
+49% +$38K ﹤0.01% 1412
2021
Q2 		$79.3K Sell
612
-31
-5% -$4.12K ﹤0.01% 1502
2021
Q1 		$81.4K Sell
643
-15
-2% -$1.77K ﹤0.01% 1402
2020
Q4 		$76K Sell
658
-95
-13% -$11K ﹤0.01% 1263
2020
Q3 		$87K Buy
753
+172
+30% +$19.2K 0.01% 1115
2020
Q2 		$61.4K Sell
581
-107
-16% -$12K ﹤0.01% 1216
2020
Q1 		$76.4K Sell
688
-524
-43% -$56K 0.01% 985
2019
Q4 		$126K Sell
1,212
-200
-14% -$21.2K 0.01% 934
2019
Q3 		$155K Sell
1,412
-737
-34% -$82.1K 0.01% 800
2019
Q2 		$248K Sell
2,149
-3,129
-59% -$382K 0.02% 622
2019
Q1 		$615K Buy
5,278
+292
+6% +$30.5K 0.06% 313
2018
Q4 		$466K Buy
4,986
+4,681
+1,535% +$489K 0.06% 290
2018
Q3 		$31.3K Buy
305
+123
+68% +$13.4K ﹤0.01% 1310
2018
Q2 		$19.6K Hold
182
– – ﹤0.01% 1461
2018
Q1 		$22.6K Hold
182
– – ﹤0.01% 1342
2017
Q4 		$22.6K Buy
+182
New +$20.2K ﹤0.01% 1279

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 $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 $55.1B AUM 45.38% 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 $315B AUM 27.84% 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

American Portfolios Advisors's SJM Position: Q3 2022 in Review

American Portfolios Advisors increased its J.M. Smucker (SJM) stake by 0.88% in Q3 2022, buying an estimated $1.09K and bringing the position to 919 shares worth $126K. The position accounts for 0.01% of the portfolio, ranked #1221.

American Portfolios Advisors first reported a position in SJM in Q4 2017 and has held it in 20 quarters since. The position peaked at $615K in Q1 2019. 882 funds tracked by Wall St. Rank hold SJM as of Q3 2022.

  • American Portfolios Advisors held 919 shares of J.M. Smucker worth $126K as of Q3 2022.
  • American Portfolios Advisors bought 8 J.M. Smucker shares in Q3 2022, an estimated $1.09K.
  • J.M. Smucker made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1221 holding.
  • American Portfolios Advisors first reported a position in J.M. Smucker in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's J.M. Smucker position peaked at $615K in Q1 2019.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.