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

Endurance 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	$230K	Hold	1,560	–	–	0.03%	184
2023 Q1	$245K	Hold	1,560	–	–	0.03%	176
2022 Q4	$247K	Hold	1,560	–	–	0.04%	170
2022 Q3	$214K	Hold	1,560	–	–	0.04%	178
2022 Q2	$200K	Hold	1,560	–	–	0.03%	190
2022 Q1	$211K	Hold	1,560	–	–	0.03%	198
2021 Q4	$212K	Hold	1,560	–	–	0.02%	211
2021 Q3	$187K	Hold	1,560	–	–	0.02%	219
2021 Q2	$202K	Hold	1,560	–	–	0.02%	216
2021 Q1	$197K	Hold	1,560	–	–	0.02%	213
2020 Q4	$180K	Hold	1,560	–	–	0.02%	207
2020 Q3	$180K	Buy	1,560 +1,360	+680%	+$152K	0.03%	191
2020 Q2	$21K	Hold	200	–	–	﹤0.01%	390
2020 Q1	$22K	Hold	200	–	–	﹤0.01%	357
2019 Q4	$21K	Hold	200	–	–	﹤0.01%	358
2019 Q3	$22K	Hold	200	–	–	﹤0.01%	354
2019 Q2	$23K	Hold	200	–	–	﹤0.01%	328
2019 Q1	$23K	Sell	200 -450	-69%	-$47K	﹤0.01%	322
2018 Q4	$61K	Hold	650	–	–	0.01%	240
2018 Q3	$67K	Hold	650	–	–	0.01%	253
2018 Q2	$70K	Sell	650 -365	-36%	-$41K	0.01%	246
2018 Q1	$126K	Hold	1,015	–	–	0.02%	211
2017 Q4	$126K	Hold	1,015	–	–	0.02%	204
2017 Q3	$107K	Hold	1,015	–	–	0.02%	212
2017 Q2	$120K	Hold	1,015	–	–	0.02%	203
2017 Q1	$133K	Hold	1,015	–	–	0.02%	197
2016 Q4	$130K	Hold	1,015	–	–	0.02%	198
2016 Q3	$136K	Hold	1,015	–	–	0.02%	198
2016 Q2	$155K	Sell	1,015 -300	-23%	-$39.9K	0.03%	179
2016 Q1	$171	Hold	1,315	–	–	0.02%	172
2015 Q4	$162K	Hold	1,315	–	–	0.03%	182
2015 Q3	$156K	Hold	1,315	–	–	0.03%	190
2015 Q2	$143K	Buy	+1,315	New	+$152K	0.02%	191

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

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

Endurance Wealth Management held its J.M. Smucker (SJM) position steady in Q2 2023 at 1,560 shares worth $230K. The position accounts for 0.03% of the portfolio, ranked #184.

Endurance Wealth Management first reported a position in SJM in Q2 2015 and has held it in 33 quarters since. The position peaked at $247K in Q4 2022. 923 funds tracked by Wall St. Rank hold SJM as of Q2 2023.

Endurance Wealth Management held 1,560 shares of J.M. Smucker worth $230K as of Q2 2023.
Endurance Wealth Management left its J.M. Smucker share count unchanged in Q2 2023.
J.M. Smucker made up 0.03% of Endurance Wealth Management's portfolio in Q2 2023, its #184 holding.
Endurance Wealth Management first reported a position in J.M. Smucker in Q2 2015 and has held it in 33 quarters since.
Endurance Wealth Management's J.M. Smucker position peaked at $247K in Q4 2022.
923 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.