Estate Counselors’s J.M. Smucker SJM Stock Holding History

Estate Counselors’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	–	Sell	-8,540	Closed	-$1.16M	–	198
2022 Q1	$1.16M	Hold	8,540	–	–	0.15%	78
2021 Q4	$1.16M	Buy	+8,540	New	+$1.09M	0.14%	89

Other funds holding SJM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Estate Counselors's SJM Position: Q2 2022 in Review

Estate Counselors sold out of J.M. Smucker (SJM) in Q2 2022, closing a stake of 8,540 shares — an estimated $1.16M sold.

Estate Counselors first reported a position in SJM in Q4 2021 and held it in 2 quarters. The position peaked at $1.16M in Q4 2021. 861 funds tracked by Wall St. Rank hold SJM as of Q2 2022.

Estate Counselors reported no remaining J.M. Smucker position as of Q2 2022 after selling out during the quarter.
Estate Counselors sold 8,540 J.M. Smucker shares in Q2 2022, an estimated $1.16M.
Estate Counselors first reported a position in J.M. Smucker in Q4 2021 and held it in 2 quarters.
Estate Counselors's J.M. Smucker position peaked at $1.16M in Q4 2021.
861 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2022.

Based on Estate Counselors's 13F filing for Q2 2022, filed 3 Aug 2022.