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Dixon Hubard Feinour & Brown’s J.M. Smucker SJM Stock Holding History

Dixon Hubard Feinour & Brown’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
Q2 		$321K Sell
2,509
-220
-8% -$29.3K 0.04% 235
2022
Q1 		$370K Buy
2,729
+44
+2% +$6K 0.04% 243
2021
Q4 		$365K Buy
+2,685
New +$342K 0.04% 242

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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 $315B AUM 27.84% 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

Dixon Hubard Feinour & Brown's SJM Position: Q2 2022 in Review

Dixon Hubard Feinour & Brown reduced its J.M. Smucker (SJM) stake by 8.1% in Q2 2022, selling an estimated $29.3K and leaving 2,509 shares worth $321K. The position accounts for 0.04% of the portfolio, ranked #235.

Dixon Hubard Feinour & Brown first reported a position in SJM in Q4 2021 and has held it in 3 quarters since. The position peaked at $370K in Q1 2022. 862 funds tracked by Wall St. Rank hold SJM as of Q2 2022.

  • Dixon Hubard Feinour & Brown held 2,509 shares of J.M. Smucker worth $321K as of Q2 2022.
  • Dixon Hubard Feinour & Brown sold 220 J.M. Smucker shares in Q2 2022, an estimated $29.3K.
  • J.M. Smucker made up 0.04% of Dixon Hubard Feinour & Brown's portfolio in Q2 2022, its #235 holding.
  • Dixon Hubard Feinour & Brown first reported a position in J.M. Smucker in Q4 2021 and has held it in 3 quarters since.
  • Dixon Hubard Feinour & Brown's J.M. Smucker position peaked at $370K in Q1 2022.
  • 862 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2022.

Based on Dixon Hubard Feinour & Brown's 13F filing for Q2 2022, filed 22 Jul 2022.