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Baystate Wealth Management’s J.M. Smucker SJM Stock Holding History

Baystate Wealth Management’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
-12
Closed -$1.64K – 930
2021
Q4 		$2K Buy
+12
New +$1.53K ﹤0.01% 778
2020
Q4 		– Sell
-37
Closed -$4K – 752
2020
Q3 		$4K Sell
37
-35
-49% -$3.9K ﹤0.01% 478
2020
Q2 		$8K Hold
72
– – ﹤0.01% 413
2020
Q1 		$8K Hold
72
– – ﹤0.01% 394
2019
Q4 		$8K Hold
72
– – ﹤0.01% 417
2019
Q3 		$8K Buy
72
+1
+1% +$111 ﹤0.01% 382
2019
Q2 		$8K Hold
71
– – ﹤0.01% 385
2019
Q1 		$9K Buy
71
+1
+1% +$105 ﹤0.01% 398
2018
Q4 		$7K Sell
70
-124
-64% -$12.9K ﹤0.01% 413
2018
Q3 		$20K Buy
194
+1
+0.5% +$109 ﹤0.01% 303
2018
Q2 		$21K Buy
193
+1
+0.5% +$112 ﹤0.01% 281
2018
Q1 		$22K Hold
192
– – ﹤0.01% 278
2017
Q4 		$24K Sell
192
-43
-18% -$4.78K ﹤0.01% 276
2017
Q3 		$24K Buy
235
+166
+241% +$19K ﹤0.01% 263
2017
Q2 		$8K Hold
69
– – ﹤0.01% 375
2017
Q1 		$9K Buy
69
+1
+1% +$136 ﹤0.01% 346
2016
Q4 		$9K Buy
+68
New +$8.81K ﹤0.01% 312
2013
Q3 		– Sell
-1,000
Closed -$103K – 198
2013
Q2 		$103K Buy
+1,000
New +$102K 0.05% 56

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
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

Baystate Wealth Management's SJM Position: Q1 2022 in Review

Baystate Wealth Management sold out of J.M. Smucker (SJM) in Q1 2022, closing a stake of 12 shares — an estimated $1.64K sold.

Baystate Wealth Management first reported a position in SJM in Q2 2013 and held it in 18 quarters. The position peaked at $103K in Q2 2013. 860 funds tracked by Wall St. Rank hold SJM as of Q1 2022.

  • Baystate Wealth Management reported no remaining J.M. Smucker position as of Q1 2022 after selling out during the quarter.
  • Baystate Wealth Management sold 12 J.M. Smucker shares in Q1 2022, an estimated $1.64K.
  • Baystate Wealth Management first reported a position in J.M. Smucker in Q2 2013 and held it in 18 quarters.
  • Baystate Wealth Management's J.M. Smucker position peaked at $103K in Q2 2013.
  • 860 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2022.

Based on Baystate Wealth Management's 13F filing for Q1 2022, filed 19 Apr 2022.