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Clear Perspectives Financial Planning’s J.M. Smucker SJM Stock Holding History

Clear Perspectives Financial Planning’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
Q1 		$41.7K Hold
265
– – 0.02% 79
2022
Q4 		$42K Buy
265
+41
+18% +$6.11K 0.02% 89
2022
Q3 		$31K Buy
224
+19
+9% +$2.59K 0.02% 101
2022
Q2 		$26K Hold
205
– – 0.01% 114
2022
Q1 		$28K Hold
205
– – 0.01% 125
2021
Q4 		$28K Hold
205
– – 0.01% 131
2021
Q3 		$25K Hold
205
– – 0.01% 129
2021
Q2 		$27K Hold
205
– – 0.01% 126
2021
Q1 		$26K Hold
205
– – 0.02% 117
2020
Q4 		$24K Buy
+205
New +$23.8K 0.02% 113

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Clear Perspectives Financial Planning's SJM Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its J.M. Smucker (SJM) position steady in Q1 2023 at 265 shares worth $41.7K. The position accounts for 0.02% of the portfolio, ranked #79.

Clear Perspectives Financial Planning first reported a position in SJM in Q4 2020 and has held it in 10 quarters since. The position peaked at $42K in Q4 2022. 943 funds tracked by Wall St. Rank hold SJM as of Q1 2023.

  • Clear Perspectives Financial Planning held 265 shares of J.M. Smucker worth $41.7K as of Q1 2023.
  • Clear Perspectives Financial Planning left its J.M. Smucker share count unchanged in Q1 2023.
  • J.M. Smucker made up 0.02% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #79 holding.
  • Clear Perspectives Financial Planning first reported a position in J.M. Smucker in Q4 2020 and has held it in 10 quarters since.
  • Clear Perspectives Financial Planning's J.M. Smucker position peaked at $42K in Q4 2022.
  • 943 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.