Biechele Royce Advisors’s J.M. Smucker SJM Stock Holding History

Biechele Royce 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
2023 Q2	–	Sell	-1,919	Closed	-$302K	–	72
2023 Q1	$302K	Sell	1,919 -1	-0.1%	-$152	0.11%	55
2022 Q4	$304K	Buy	1,920 +1	+0.1%	+$149	0.12%	52
2022 Q3	$263K	Buy	+1,919	New	+$261K	0.12%	50

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Biechele Royce Advisors's SJM Position: Q2 2023 in Review

Biechele Royce Advisors sold out of J.M. Smucker (SJM) in Q2 2023, closing a stake of 1,919 shares — an estimated $302K sold.

Biechele Royce Advisors first reported a position in SJM in Q3 2022 and held it in 3 quarters. The position peaked at $304K in Q4 2022. 922 funds tracked by Wall St. Rank hold SJM as of Q2 2023.

Biechele Royce Advisors reported no remaining J.M. Smucker position as of Q2 2023 after selling out during the quarter.
Biechele Royce Advisors sold 1,919 J.M. Smucker shares in Q2 2023, an estimated $302K.
Biechele Royce Advisors first reported a position in J.M. Smucker in Q3 2022 and held it in 3 quarters.
Biechele Royce Advisors's J.M. Smucker position peaked at $304K in Q4 2022.
922 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2023.

Based on Biechele Royce Advisors's 13F filing for Q2 2023, filed 8 Aug 2023.