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Beacon Financial Group’s J.M. Smucker SJM Stock Holding History

Beacon Financial Group’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
2023
Q1 		– Sell
-4,367
Closed -$692K – 229
2022
Q4 		$692K Buy
4,367
+50
+1% +$7.45K 0.09% 161
2022
Q3 		$600K Hold
4,317
– – 0.09% 166
2022
Q2 		$547K Sell
4,317
-959
-18% -$128K 0.08% 177
2022
Q1 		$577K Buy
5,276
+1,163
+28% +$159K 0.08% 182
2021
Q4 		$563K Buy
4,113
+84
+2% +$10.7K 0.07% 188
2021
Q3 		$492K Buy
4,029
+317
+9% +$40.3K 0.07% 194
2021
Q2 		$492K Buy
3,712
+405
+12% +$53.8K 0.07% 180
2021
Q1 		$373K Hold
3,307
– – 0.06% 184
2020
Q4 		$373K Buy
+3,307
New +$384K 0.06% 189

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Beacon Financial Group's SJM Position: Q1 2023 in Review

Beacon Financial Group sold out of J.M. Smucker (SJM) in Q1 2023, closing a stake of 4,367 shares — an estimated $692K sold.

Beacon Financial Group first reported a position in SJM in Q4 2020 and held it in 9 quarters. The position peaked at $692K in Q4 2022. 943 funds tracked by Wall St. Rank hold SJM as of Q1 2023.

  • Beacon Financial Group reported no remaining J.M. Smucker position as of Q1 2023 after selling out during the quarter.
  • Beacon Financial Group sold 4,367 J.M. Smucker shares in Q1 2023, an estimated $692K.
  • Beacon Financial Group first reported a position in J.M. Smucker in Q4 2020 and held it in 9 quarters.
  • Beacon Financial Group's J.M. Smucker position peaked at $692K in Q4 2022.
  • 943 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2023.

Based on Beacon Financial Group's 13F filing for Q1 2023, filed 14 Apr 2023.