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Evoke Wealth’s J.M. Smucker SJM Stock Holding History

Evoke Wealth’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
Q4 		– Sell
-30
Closed -$4K – 1013
2022
Q3 		$4K Hold
30
– – ﹤0.01% 939
2022
Q2 		$4K Hold
30
– – ﹤0.01% 950
2022
Q1 		$4K Buy
30
+4
+15% +$545 ﹤0.01% 967
2021
Q4 		$4K Buy
26
+3
+13% +$383 ﹤0.01% 961
2021
Q3 		$2K Hold
23
– – ﹤0.01% 1027
2021
Q2 		$3K Sell
23
-3
-12% -$398 ﹤0.01% 1005
2021
Q1 		$3K Hold
26
– – ﹤0.01% 971
2020
Q4 		$3K Hold
26
– – ﹤0.01% 839
2020
Q3 		$3K Sell
26
-4
-13% -$446 ﹤0.01% 799
2020
Q2 		$3K Sell
30
-3
-9% -$337 ﹤0.01% 814
2020
Q1 		$3.69K Sell
33
-15
-31% -$1.6K ﹤0.01% 678
2019
Q4 		$5.02K Buy
48
+3
+7% +$318 ﹤0.01% 909
2019
Q3 		$4.96K Buy
+45
New +$5.01K ﹤0.01% 1003

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Evoke Wealth's SJM Position: Q4 2022 in Review

Evoke Wealth sold out of J.M. Smucker (SJM) in Q4 2022, closing a stake of 30 shares — an estimated $4K sold.

Evoke Wealth first reported a position in SJM in Q3 2019 and held it in 13 quarters. The position peaked at $5.02K in Q4 2019. 925 funds tracked by Wall St. Rank hold SJM as of Q4 2022.

  • Evoke Wealth reported no remaining J.M. Smucker position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 30 J.M. Smucker shares in Q4 2022, an estimated $4K.
  • Evoke Wealth first reported a position in J.M. Smucker in Q3 2019 and held it in 13 quarters.
  • Evoke Wealth's J.M. Smucker position peaked at $5.02K in Q4 2019.
  • 925 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.