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Comprehensive Financial Consultants Institutional’s J.M. Smucker SJM Stock Holding History

Comprehensive Financial Consultants Institutional’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
Q1 		– Sell
-3
Closed – – 437
2021
Q4 		$0 Buy
+3
New +$383 ﹤0.01% 507

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State Street
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LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's SJM Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of J.M. Smucker (SJM) in Q1 2022, closing a stake of 3 shares.

Comprehensive Financial Consultants Institutional first reported a position in SJM in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 859 funds tracked by Wall St. Rank hold SJM as of Q1 2022.

  • Comprehensive Financial Consultants Institutional reported no remaining J.M. Smucker position as of Q1 2022 after selling out during the quarter.
  • Comprehensive Financial Consultants Institutional sold 3 J.M. Smucker shares in Q1 2022.
  • Comprehensive Financial Consultants Institutional first reported a position in J.M. Smucker in Q4 2021 and held it in 1 quarter.
  • Comprehensive Financial Consultants Institutional's J.M. Smucker position peaked at $0 in Q4 2021.
  • 859 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.