Bedel Financial Consulting’s J.M. Smucker SJM Stock Holding History

Bedel Financial Consulting’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 Q2	–	Sell	-602	Closed	-$82K	–	766
2022 Q1	$82K	Hold	602	–	–	0.03%	307
2021 Q4	$82K	Hold	602	–	–	0.03%	311
2021 Q3	$72K	Hold	602	–	–	0.02%	327
2021 Q2	$78K	Hold	602	–	–	0.03%	315
2021 Q1	$76K	Buy	602 +600	+30,000%	+$70.8K	0.03%	308
2020 Q4	$0	Hold	2	–	–	﹤0.01%	871
2020 Q3	$0	Hold	2	–	–	﹤0.01%	850
2020 Q2	$0	Hold	2	–	–	﹤0.01%	904
2020 Q1	$0	Sell	2 -871	-100%	-$93.1K	﹤0.01%	902
2019 Q4	$91K	Hold	873	–	–	0.05%	221
2019 Q3	$96K	Hold	873	–	–	0.06%	209
2019 Q2	$101K	Hold	873	–	–	0.06%	196
2019 Q1	$102K	Hold	873	–	–	0.07%	190
2018 Q4	$82K	Hold	873	–	–	0.06%	199
2018 Q3	$92K	Hold	873	–	–	0.06%	203
2018 Q2	$94K	Hold	873	–	–	0.07%	200
2018 Q1	$108K	Buy	+873	New	+$109K	0.08%	188

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 $3.38T AUM 44.17% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bedel Financial Consulting's SJM Position: Q2 2022 in Review

Bedel Financial Consulting sold out of J.M. Smucker (SJM) in Q2 2022, closing a stake of 602 shares — an estimated $82K sold.

Bedel Financial Consulting first reported a position in SJM in Q1 2018 and held it in 17 quarters. The position peaked at $108K in Q1 2018. 863 funds tracked by Wall St. Rank hold SJM as of Q2 2022.

Bedel Financial Consulting reported no remaining J.M. Smucker position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 602 J.M. Smucker shares in Q2 2022, an estimated $82K.
Bedel Financial Consulting first reported a position in J.M. Smucker in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's J.M. Smucker position peaked at $108K in Q1 2018.
863 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.