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D'Orazio & Associates’s J.M. Smucker SJM Stock Holding History

D'Orazio & Associates’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
2021
Q4 		– Sell
-237
Closed -$28K – 601
2021
Q3 		$28K Buy
237
+34
+17% +$4.32K 0.01% 309
2021
Q2 		$26K Buy
203
+1
+0.5% +$133 0.01% 230
2021
Q1 		$26K Buy
202
+1
+0.5% +$118 0.01% 213
2020
Q4 		$23K Buy
201
+1
+0.5% +$116 0.01% 208
2020
Q3 		$23K Sell
200
-6
-3% -$669 0.01% 191
2020
Q2 		$22K Buy
206
+9
+5% +$1.01K 0.01% 195
2020
Q1 		$22K Buy
197
+1
+0.5% +$107 0.01% 181
2019
Q4 		$20K Buy
196
+1
+0.5% +$106 0.01% 209
2019
Q3 		$21K Buy
195
+1
+0.5% +$111 0.01% 205
2019
Q2 		$22K Buy
194
+1
+0.5% +$122 0.01% 193
2019
Q1 		$23K Buy
193
+1
+0.5% +$105 0.01% 191
2018
Q4 		$18K Buy
192
+1
+0.5% +$104 0.01% 186
2018
Q3 		$20K Buy
191
+127
+198% +$13.9K 0.01% 180
2018
Q2 		$7K Hold
64
– – ﹤0.01% 220
2018
Q1 		$8K Hold
64
– – ﹤0.01% 215
2017
Q4 		$8K Buy
64
+62
+3,100% +$6.89K ﹤0.01% 238
2017
Q3 		$0 Sell
2
-62
-97% -$7.08K ﹤0.01% 326
2017
Q2 		$8K Buy
64
+62
+3,100% +$7.83K ﹤0.01% 244
2017
Q1 		$0 Buy
+2
New +$272 ﹤0.01% 295
2016
Q3 		– Sell
-2
Closed – – 302
2016
Q2 		$0 Buy
+2
New +$266 ﹤0.01% 321

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

D'Orazio & Associates's SJM Position: Q4 2021 in Review

D'Orazio & Associates sold out of J.M. Smucker (SJM) in Q4 2021, closing a stake of 237 shares — an estimated $28K sold.

D'Orazio & Associates first reported a position in SJM in Q2 2016 and held it in 20 quarters. The position peaked at $28K in Q3 2021. 892 funds tracked by Wall St. Rank hold SJM as of Q4 2021.

  • D'Orazio & Associates reported no remaining J.M. Smucker position as of Q4 2021 after selling out during the quarter.
  • D'Orazio & Associates sold 237 J.M. Smucker shares in Q4 2021, an estimated $28K.
  • D'Orazio & Associates first reported a position in J.M. Smucker in Q2 2016 and held it in 20 quarters.
  • D'Orazio & Associates's J.M. Smucker position peaked at $28K in Q3 2021.
  • 892 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2021.

Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.