Atwood & Palmer’s J.M. Smucker SJM Stock Holding History

Atwood & Palmer’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	-80	Closed	-$10K	–	399
2022 Q2	$10K	Hold	80	–	–	﹤0.01%	326
2022 Q1	$11K	Hold	80	–	–	﹤0.01%	361
2021 Q4	$11K	Hold	80	–	–	﹤0.01%	370
2021 Q3	$10K	Hold	80	–	–	﹤0.01%	355
2021 Q2	$10K	Hold	80	–	–	﹤0.01%	329
2021 Q1	$10K	Hold	80	–	–	﹤0.01%	346
2020 Q4	$9K	Buy	+80	New	+$9.3K	﹤0.01%	320
2018 Q1	–	Sell	-13	Closed	-$2K	–	299
2017 Q4	$2K	Hold	13	–	–	﹤0.01%	280
2017 Q3	$1K	Hold	13	–	–	﹤0.01%	293
2017 Q2	$2K	Hold	13	–	–	﹤0.01%	305
2017 Q1	$2K	Hold	13	–	–	﹤0.01%	284
2016 Q4	$2K	Hold	13	–	–	﹤0.01%	320
2016 Q3	$2K	Hold	13	–	–	﹤0.01%	313
2016 Q2	$2K	Hold	13	–	–	﹤0.01%	294
2016 Q1	$2K	Hold	13	–	–	﹤0.01%	301
2015 Q4	$2K	Hold	13	–	–	﹤0.01%	381
2015 Q3	$1K	Hold	13	–	–	﹤0.01%	424
2015 Q2	$1K	Hold	13	–	–	﹤0.01%	366
2015 Q1	$2K	Hold	13	–	–	﹤0.01%	311
2014 Q4	$2K	Hold	13	–	–	﹤0.01%	365
2014 Q3	$1K	Hold	13	–	–	﹤0.01%	370
2014 Q2	$1K	Buy	+13	New	+$1.3K	﹤0.01%	323

Other funds holding SJM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Atwood & Palmer's SJM Position: Q3 2022 in Review

Atwood & Palmer sold out of J.M. Smucker (SJM) in Q3 2022, closing a stake of 80 shares — an estimated $10K sold.

Atwood & Palmer first reported a position in SJM in Q2 2014 and held it in 22 quarters. The position peaked at $11K in Q1 2022. 883 funds tracked by Wall St. Rank hold SJM as of Q3 2022.

Atwood & Palmer reported no remaining J.M. Smucker position as of Q3 2022 after selling out during the quarter.
Atwood & Palmer sold 80 J.M. Smucker shares in Q3 2022, an estimated $10K.
Atwood & Palmer first reported a position in J.M. Smucker in Q2 2014 and held it in 22 quarters.
Atwood & Palmer's J.M. Smucker position peaked at $11K in Q1 2022.
883 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2022.

Based on Atwood & Palmer's 13F filing for Q3 2022, filed 12 Oct 2022.