Castle Financial & Retirement Planning Associates’s J.M. Smucker SJM Stock Holding History

Castle Financial & Retirement Planning Associates’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
2021 Q4	$30K	Buy	+219	New	+$27.9K	0.1%	45

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

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

Castle Financial & Retirement Planning Associates's SJM Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in J.M. Smucker (SJM) in Q4 2021: 219 shares worth $30K. The stake represents 0.1% of the portfolio and ranks #45 among its holdings.

893 funds tracked by Wall St. Rank hold SJM as of Q4 2021.

Castle Financial & Retirement Planning Associates held 219 shares of J.M. Smucker worth $30K as of Q4 2021.
J.M. Smucker was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
J.M. Smucker made up 0.1% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #45 holding.
893 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.