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

Castle 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
2022
Q4 		– Sell
-100
Closed -$14K – 542
2022
Q3 		$14K Hold
100
– – 0.01% 376
2022
Q2 		$13K Buy
+100
New +$13.3K 0.01% 368

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Castle Wealth Management's SJM Position: Q4 2022 in Review

Castle Wealth Management sold out of J.M. Smucker (SJM) in Q4 2022, closing a stake of 100 shares — an estimated $14K sold.

Castle Wealth Management first reported a position in SJM in Q2 2022 and held it in 2 quarters. The position peaked at $14K in Q3 2022. 925 funds tracked by Wall St. Rank hold SJM as of Q4 2022.

  • Castle Wealth Management reported no remaining J.M. Smucker position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 100 J.M. Smucker shares in Q4 2022, an estimated $14K.
  • Castle Wealth Management first reported a position in J.M. Smucker in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's J.M. Smucker position peaked at $14K in Q3 2022.
  • 925 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.