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

BerganKDV 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
2023 Q2	$2.81K	Sell	19 -2	-10%	-$305	﹤0.01%	658
2023 Q1	$3.33K	Hold	21	–	–	﹤0.01%	754
2022 Q4	$3.35K	Buy	21 +19	+950%	+$2.83K	﹤0.01%	734
2022 Q3	$0	Hold	2	–	–	﹤0.01%	1058
2022 Q2	$0	Hold	2	–	–	﹤0.01%	1059
2022 Q1	$0	Sell	2 -6	-75%	-$818	﹤0.01%	1094
2021 Q4	$1K	Hold	8	–	–	﹤0.01%	1010
2021 Q3	$1K	Hold	8	–	–	﹤0.01%	998
2021 Q2	$1K	Hold	8	–	–	﹤0.01%	946
2021 Q1	$1K	Hold	8	–	–	﹤0.01%	892
2020 Q4	$1K	Hold	8	–	–	﹤0.01%	896
2020 Q3	$1K	Hold	8	–	–	﹤0.01%	859
2020 Q2	$1K	Buy	8 +5	+167%	+$562	﹤0.01%	897
2020 Q1	$0	Hold	3	–	–	﹤0.01%	996
2019 Q4	$0	Buy	+3	New	+$318	﹤0.01%	975
2019 Q1	–	Sell	-11	Closed	-$1K	–	752
2018 Q4	$1K	Hold	11	–	–	﹤0.01%	679
2018 Q3	$1K	Hold	11	–	–	﹤0.01%	612
2018 Q2	$1K	Buy	+11	New	+$1.24K	﹤0.01%	634

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BerganKDV Wealth Management's SJM Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its J.M. Smucker (SJM) stake by 9.5% in Q2 2023, selling an estimated $305 and leaving 19 shares worth $2.81K. The position accounts for ﹤0.01% of the portfolio, ranked #658.

BerganKDV Wealth Management first reported a position in SJM in Q2 2018 and has held it in 18 quarters since. The position peaked at $3.35K in Q4 2022. 923 funds tracked by Wall St. Rank hold SJM as of Q2 2023.

BerganKDV Wealth Management held 19 shares of J.M. Smucker worth $2.81K as of Q2 2023.
BerganKDV Wealth Management sold 2 J.M. Smucker shares in Q2 2023, an estimated $305.
J.M. Smucker made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #658 holding.
BerganKDV Wealth Management first reported a position in J.M. Smucker in Q2 2018 and has held it in 18 quarters since.
BerganKDV Wealth Management's J.M. Smucker position peaked at $3.35K in Q4 2022.
923 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.