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

Disciplined 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	-14	Closed	-$2.07K	–	1308
2023 Q2	$2.07K	Sell	14 -7	-33%	-$1.07K	﹤0.01%	646
2023 Q1	$3.31K	Sell	21 -1	-5%	-$152	﹤0.01%	506
2022 Q4	$3.49K	Sell	22 -2	-8%	-$298	﹤0.01%	459
2022 Q3	$3K	Buy	24 +6	+33%	+$818	﹤0.01%	548
2022 Q2	$2K	Buy	18 +1	+6%	+$133	﹤0.01%	736
2022 Q1	$2K	Buy	+17	New	+$2.32K	﹤0.01%	780

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Disciplined Investments's SJM Position: Q3 2023 in Review

Disciplined Investments sold out of J.M. Smucker (SJM) in Q3 2023, closing a stake of 14 shares — an estimated $2.07K sold.

Disciplined Investments first reported a position in SJM in Q1 2022 and held it in 6 quarters. The position peaked at $3.49K in Q4 2022. 883 funds tracked by Wall St. Rank hold SJM as of Q3 2023.

Disciplined Investments reported no remaining J.M. Smucker position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 14 J.M. Smucker shares in Q3 2023, an estimated $2.07K.
Disciplined Investments first reported a position in J.M. Smucker in Q1 2022 and held it in 6 quarters.
Disciplined Investments's J.M. Smucker position peaked at $3.49K in Q4 2022.
883 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.