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Everett Harris & Co’s J.M. Smucker SJM Stock Holding History

Everett Harris & Co’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
-10,115
Closed -$1.29M – 268
2022
Q2 		$1.29M Hold
10,115
– – 0.02% 114
2022
Q1 		$1.37M Hold
10,115
– – 0.02% 121
2021
Q4 		$1.37M Buy
10,115
+15
+0.1% +$1.91K 0.02% 120
2021
Q3 		$1.21M Hold
10,100
– – 0.02% 130
2021
Q2 		$1.31M Hold
10,100
– – 0.02% 126
2021
Q1 		$1.28M Buy
10,100
+100
+1% +$11.8K 0.02% 124
2020
Q4 		$1.16M Sell
10,000
-100
-1% -$11.6K 0.02% 123
2020
Q3 		$1.17M Hold
10,100
– – 0.02% 117
2020
Q2 		$1.07M Hold
10,100
– – 0.02% 117
2020
Q1 		$1.12M Buy
+10,100
New +$1.08M 0.03% 114

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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Everett Harris & Co's SJM Position: Q3 2022 in Review

Everett Harris & Co sold out of J.M. Smucker (SJM) in Q3 2022, closing a stake of 10,115 shares — an estimated $1.29M sold.

Everett Harris & Co first reported a position in SJM in Q1 2020 and held it in 10 quarters. The position peaked at $1.37M in Q4 2021. 883 funds tracked by Wall St. Rank hold SJM as of Q3 2022.

  • Everett Harris & Co reported no remaining J.M. Smucker position as of Q3 2022 after selling out during the quarter.
  • Everett Harris & Co sold 10,115 J.M. Smucker shares in Q3 2022, an estimated $1.29M.
  • Everett Harris & Co first reported a position in J.M. Smucker in Q1 2020 and held it in 10 quarters.
  • Everett Harris & Co's J.M. Smucker position peaked at $1.37M in Q4 2021.
  • 883 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2022.

Based on Everett Harris & Co's 13F filing for Q3 2022, filed 21 Oct 2022.