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Barry Investment Advisors’s J.M. Smucker SJM Stock Holding History

Barry Investment 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
Q1 		– Sell
-1,877
Closed -$255K – 138
2021
Q4 		$255K Sell
1,877
-223
-11% -$28.4K 0.07% 111
2021
Q3 		$252K Sell
2,100
-265
-11% -$33.7K 0.07% 101
2021
Q2 		$306K Sell
2,365
-262
-10% -$34.8K 0.08% 89
2021
Q1 		$332K Buy
2,627
+43
+2% +$5.08K 0.09% 85
2020
Q4 		$299K Buy
2,584
+482
+23% +$56K 0.09% 87
2020
Q3 		$243K Buy
+2,102
New +$234K 0.08% 74

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 $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
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
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Barry Investment Advisors's SJM Position: Q1 2022 in Review

Barry Investment Advisors sold out of J.M. Smucker (SJM) in Q1 2022, closing a stake of 1,877 shares — an estimated $255K sold.

Barry Investment Advisors first reported a position in SJM in Q3 2020 and held it in 6 quarters. The position peaked at $332K in Q1 2021. 860 funds tracked by Wall St. Rank hold SJM as of Q1 2022.

  • Barry Investment Advisors reported no remaining J.M. Smucker position as of Q1 2022 after selling out during the quarter.
  • Barry Investment Advisors sold 1,877 J.M. Smucker shares in Q1 2022, an estimated $255K.
  • Barry Investment Advisors first reported a position in J.M. Smucker in Q3 2020 and held it in 6 quarters.
  • Barry Investment Advisors's J.M. Smucker position peaked at $332K in Q1 2021.
  • 860 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2022.

Based on Barry Investment Advisors's 13F filing for Q1 2022, filed 10 May 2022.