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Cascade Investment Advisors’s J.M. Smucker SJM Stock Holding History

Cascade Investment 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
2022
Q3 		– Sell
-10,251
Closed -$1.31M – 196
2022
Q2 		$1.31M Sell
10,251
-315
-3% -$42K 1.03% 33
2022
Q1 		$1.43M Sell
10,566
-480
-4% -$65.4K 0.87% 50
2021
Q4 		$1.5M Sell
11,046
-43
-0.4% -$5.48K 0.88% 49
2021
Q3 		$1.33M Sell
11,089
-85
-0.8% -$10.8K 0.87% 53
2021
Q2 		$1.45M Sell
11,174
-95
-0.8% -$12.6K 0.91% 46
2021
Q1 		$1.43M Buy
11,269
+250
+2% +$29.5K 0.93% 44
2020
Q4 		$1.27M Hold
11,019
– – 0.93% 43
2020
Q3 		$1.27M Sell
11,019
-525
-5% -$58.5K 1.08% 28
2020
Q2 		$1.22M Buy
11,544
+240
+2% +$27K 1.15% 23
2020
Q1 		$1.25M Sell
11,304
-1,425
-11% -$152K 1.38% 14
2019
Q4 		$1.33M Sell
12,729
-465
-4% -$49.2K 1.01% 40
2019
Q3 		$1.45M Buy
13,194
+460
+4% +$51.3K 1.12% 24
2019
Q2 		$1.47M Sell
12,734
-330
-3% -$40.3K 1.25% 20
2019
Q1 		$1.52M Sell
13,064
-390
-3% -$40.8K 1.36% 12
2018
Q4 		$1.26M Buy
13,454
+820
+6% +$85.6K 1.27% 23
2018
Q3 		$1.3M Buy
12,634
+970
+8% +$106K 1.1% 33
2018
Q2 		$1.25M Buy
11,664
+11,614
+23,228% +$1.3M 1.12% 31
2018
Q1 		$6.2K Buy
+50
New +$6.24K ﹤0.01% 192
2017
Q1 		– Sell
-50
Closed -$6.4K – 204
2016
Q4 		$6.4K Buy
+50
New +$6.48K 0.01% 172

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cascade Investment Advisors's SJM Position: Q3 2022 in Review

Cascade Investment Advisors sold out of J.M. Smucker (SJM) in Q3 2022, closing a stake of 10,251 shares — an estimated $1.31M sold.

Cascade Investment Advisors first reported a position in SJM in Q4 2016 and held it in 19 quarters. The position peaked at $1.52M in Q1 2019. 882 funds tracked by Wall St. Rank hold SJM as of Q3 2022.

  • Cascade Investment Advisors reported no remaining J.M. Smucker position as of Q3 2022 after selling out during the quarter.
  • Cascade Investment Advisors sold 10,251 J.M. Smucker shares in Q3 2022, an estimated $1.31M.
  • Cascade Investment Advisors first reported a position in J.M. Smucker in Q4 2016 and held it in 19 quarters.
  • Cascade Investment Advisors's J.M. Smucker position peaked at $1.52M in Q1 2019.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2022.

Based on Cascade Investment Advisors's 13F filing for Q3 2022, filed 15 Nov 2022.