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DFPG Investments’s J.M. Smucker SJM Stock Holding History

DFPG Investments’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
Q3 		– Sell
-4,563
Closed -$683K – 625
2023
Q2 		$683K Buy
4,563
+68
+2% +$10.4K 0.06% 311
2023
Q1 		$707K Buy
4,495
+325
+8% +$49.4K 0.08% 266
2022
Q4 		$658K Buy
+4,170
New +$621K 0.11% 211

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

DFPG Investments's SJM Position: Q3 2023 in Review

DFPG Investments sold out of J.M. Smucker (SJM) in Q3 2023, closing a stake of 4,563 shares — an estimated $683K sold.

DFPG Investments first reported a position in SJM in Q4 2022 and held it in 3 quarters. The position peaked at $707K in Q1 2023. 883 funds tracked by Wall St. Rank hold SJM as of Q3 2023.

  • DFPG Investments reported no remaining J.M. Smucker position as of Q3 2023 after selling out during the quarter.
  • DFPG Investments sold 4,563 J.M. Smucker shares in Q3 2023, an estimated $683K.
  • DFPG Investments first reported a position in J.M. Smucker in Q4 2022 and held it in 3 quarters.
  • DFPG Investments's J.M. Smucker position peaked at $707K in Q1 2023.
  • 883 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2023.

Based on DFPG Investments's 13F filing for Q3 2023, filed 13 Nov 2023.