Checchi Capital Advisers’s J.M. Smucker SJM Stock Holding History

Checchi Capital Advisers’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 Q4	–	Sell	-1,802	Closed	-$221K	–	568
2023 Q3	$221K	Sell	1,802 -448	-20%	-$63.6K	0.02%	471
2023 Q2	$332K	Buy	2,250 +52	+2%	+$7.93K	0.03%	394
2023 Q1	$346K	Buy	2,198 +99	+5%	+$15K	0.03%	372
2022 Q4	$333K	Hold	2,099	–	–	0.03%	365
2022 Q3	$288K	Buy	2,099 +56	+3%	+$7.63K	0.03%	401
2022 Q2	$270K	Buy	2,043 +552	+37%	+$73.6K	0.02%	455
2022 Q1	$202K	Buy	+1,491	New	+$203K	0.02%	519
2016 Q3	–	Sell	-1,544	Closed	-$235K	–	1066
2016 Q2	$235K	Sell	1,544 -121	-7%	-$16.1K	0.03%	301
2016 Q1	$216K	Buy	+1,665	New	+$210K	0.05%	315

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Checchi Capital Advisers's SJM Position: Q4 2023 in Review

Checchi Capital Advisers sold out of J.M. Smucker (SJM) in Q4 2023, closing a stake of 1,802 shares — an estimated $221K sold.

Checchi Capital Advisers first reported a position in SJM in Q1 2016 and held it in 9 quarters. The position peaked at $346K in Q1 2023. 900 funds tracked by Wall St. Rank hold SJM as of Q4 2023.

Checchi Capital Advisers reported no remaining J.M. Smucker position as of Q4 2023 after selling out during the quarter.
Checchi Capital Advisers sold 1,802 J.M. Smucker shares in Q4 2023, an estimated $221K.
Checchi Capital Advisers first reported a position in J.M. Smucker in Q1 2016 and held it in 9 quarters.
Checchi Capital Advisers's J.M. Smucker position peaked at $346K in Q1 2023.
900 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2023.

Based on Checchi Capital Advisers's 13F filing for Q4 2023, filed 7 Feb 2024.