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Fieldpoint Private Securities’s J.M. Smucker SJM Stock Holding History

Fieldpoint Private Securities’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 		$1K Sell
10
-26
-72% -$3.47K ﹤0.01% 1411
2022
Q1 		$5K Sell
36
-5
-12% -$681 ﹤0.01% 1290
2021
Q4 		$6K Buy
41
+15
+58% +$1.91K ﹤0.01% 1236
2021
Q3 		$3K Buy
26
+16
+160% +$2.03K ﹤0.01% 1405
2021
Q2 		$1K Sell
10
-14
-58% -$1.86K ﹤0.01% 1516
2021
Q1 		$3K Buy
24
+5
+26% +$590 ﹤0.01% 1333
2020
Q4 		$2K Buy
+19
New +$2.21K ﹤0.01% 1344
2018
Q2 		– Sell
-15
Closed -$2K – 419
2018
Q1 		$2K Sell
15
-5
-25% -$624 ﹤0.01% 395
2017
Q4 		$2K Sell
20
-176
-90% -$19.6K ﹤0.01% 380
2017
Q3 		$21K Buy
+196
New +$22.4K 0.01% 522

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

Fieldpoint Private Securities's SJM Position: Q2 2022 in Review

Fieldpoint Private Securities reduced its J.M. Smucker (SJM) stake by 72% in Q2 2022, selling an estimated $3.47K and leaving 10 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1411.

Fieldpoint Private Securities first reported a position in SJM in Q3 2017 and has held it in 10 quarters since. The position peaked at $21K in Q3 2017. 862 funds tracked by Wall St. Rank hold SJM as of Q2 2022.

  • Fieldpoint Private Securities held 10 shares of J.M. Smucker worth $1K as of Q2 2022.
  • Fieldpoint Private Securities sold 26 J.M. Smucker shares in Q2 2022, an estimated $3.47K.
  • J.M. Smucker made up ﹤0.01% of Fieldpoint Private Securities's portfolio in Q2 2022, its #1411 holding.
  • Fieldpoint Private Securities first reported a position in J.M. Smucker in Q3 2017 and has held it in 10 quarters since.
  • Fieldpoint Private Securities's J.M. Smucker position peaked at $21K in Q3 2017.
  • 862 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2022.

Based on Fieldpoint Private Securities's 13F filing for Q2 2022, filed 5 Aug 2022.