Axim Planning & Wealth’s J.M. Smucker SJM Stock Holding History

Axim Planning & 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 Q4	–	Sell	-360	Closed	-$49K	–	143
2022 Q3	$49K	Buy	+360	New	+$49.1K	0.05%	47

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

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

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

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

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

Axim Planning & Wealth's SJM Position: Q4 2022 in Review

Axim Planning & Wealth sold out of J.M. Smucker (SJM) in Q4 2022, closing a stake of 360 shares — an estimated $49K sold.

Axim Planning & Wealth first reported a position in SJM in Q3 2022 and held it in 1 quarter. The position peaked at $49K in Q3 2022. 925 funds tracked by Wall St. Rank hold SJM as of Q4 2022.

Axim Planning & Wealth reported no remaining J.M. Smucker position as of Q4 2022 after selling out during the quarter.
Axim Planning & Wealth sold 360 J.M. Smucker shares in Q4 2022, an estimated $49K.
Axim Planning & Wealth first reported a position in J.M. Smucker in Q3 2022 and held it in 1 quarter.
Axim Planning & Wealth's J.M. Smucker position peaked at $49K in Q3 2022.
925 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.