Dumont & Blake Investment Advisors’s J.M. Smucker SJM Stock Holding History

Dumont & Blake Investment Advisors’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 Q3	–	Sell	-2,635	Closed	-$337K	–	196
2022 Q2	$337K	Sell	2,635 -15	-0.6%	-$2K	0.11%	157
2022 Q1	$359K	Sell	2,650 -25	-0.9%	-$3.41K	0.1%	169
2021 Q4	$363K	Buy	2,675 +48	+2%	+$6.12K	0.09%	155
2021 Q3	$315K	Buy	2,627 +387	+17%	+$49.2K	0.09%	159
2021 Q2	$290K	Buy	2,240 +110	+5%	+$14.6K	0.08%	169
2021 Q1	$270K	Buy	2,130 +41	+2%	+$4.84K	0.08%	169
2020 Q4	$241K	Buy	2,089 +68	+3%	+$7.9K	0.08%	171
2020 Q3	$233K	Buy	+2,021	New	+$225K	0.09%	159

Other funds holding SJM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Dumont & Blake Investment Advisors's SJM Position: Q3 2022 in Review

Dumont & Blake Investment Advisors sold out of J.M. Smucker (SJM) in Q3 2022, closing a stake of 2,635 shares — an estimated $337K sold.

Dumont & Blake Investment Advisors first reported a position in SJM in Q3 2020 and held it in 8 quarters. The position peaked at $363K in Q4 2021. 883 funds tracked by Wall St. Rank hold SJM as of Q3 2022.

Dumont & Blake Investment Advisors reported no remaining J.M. Smucker position as of Q3 2022 after selling out during the quarter.
Dumont & Blake Investment Advisors sold 2,635 J.M. Smucker shares in Q3 2022, an estimated $337K.
Dumont & Blake Investment Advisors first reported a position in J.M. Smucker in Q3 2020 and held it in 8 quarters.
Dumont & Blake Investment Advisors's J.M. Smucker position peaked at $363K in Q4 2021.
883 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2022.

Based on Dumont & Blake Investment Advisors's 13F filing for Q3 2022, filed 24 Oct 2022.