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Empirical Wealth Management’s J.M. Smucker SJM Stock Holding History

Empirical Wealth Management’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
Q2 		– Sell
-1,431
Closed -$225K – 503
2023
Q1 		$225K Buy
1,431
+155
+12% +$23.5K 0.01% 428
2022
Q4 		$202K Sell
1,276
-388
-23% -$57.8K 0.01% 437
2022
Q3 		$229K Buy
+1,664
New +$227K 0.01% 423
2022
Q2 		– Sell
-7,637
Closed -$1.03M – 524
2022
Q1 		$1.03M Sell
7,637
-364
-5% -$49.6K 0.05% 206
2021
Q4 		$1.09M Sell
8,001
-470
-6% -$59.9K 0.05% 202
2021
Q3 		$1.02M Buy
8,471
+1,043
+14% +$133K 0.06% 191
2021
Q2 		$962K Buy
7,428
+825
+12% +$110K 0.06% 196
2021
Q1 		$835K Sell
6,603
-169
-2% -$19.9K 0.07% 183
2020
Q4 		$783K Buy
6,772
+3,423
+102% +$398K 0.06% 183
2020
Q3 		$387K Sell
3,349
-549
-14% -$61.2K 0.03% 247
2020
Q2 		$412K Buy
3,898
+308
+9% +$34.6K 0.04% 238
2020
Q1 		$398K Buy
+3,590
New +$384K 0.04% 216

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Empirical Wealth Management's SJM Position: Q2 2023 in Review

Empirical Wealth Management sold out of J.M. Smucker (SJM) in Q2 2023, closing a stake of 1,431 shares — an estimated $225K sold.

Empirical Wealth Management first reported a position in SJM in Q1 2020 and held it in 12 quarters. The position peaked at $1.09M in Q4 2021. 923 funds tracked by Wall St. Rank hold SJM as of Q2 2023.

  • Empirical Wealth Management reported no remaining J.M. Smucker position as of Q2 2023 after selling out during the quarter.
  • Empirical Wealth Management sold 1,431 J.M. Smucker shares in Q2 2023, an estimated $225K.
  • Empirical Wealth Management first reported a position in J.M. Smucker in Q1 2020 and held it in 12 quarters.
  • Empirical Wealth Management's J.M. Smucker position peaked at $1.09M in Q4 2021.
  • 923 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2023.

Based on Empirical Wealth Management's 13F filing for Q2 2023, filed 11 Aug 2023.