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

Filbrandt 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
2021
Q3 		$41K Hold
344
– – 0.02% 97
2021
Q2 		$45K Hold
344
– – 0.03% 94
2021
Q1 		$44K Hold
344
– – 0.03% 91
2020
Q4 		$40K Hold
344
– – 0.03% 97
2020
Q3 		$40K Hold
344
– – 0.03% 89
2020
Q2 		$36K Hold
344
– – 0.03% 143
2020
Q1 		$38K Hold
344
– – 0.04% 84
2019
Q4 		$35K Buy
+344
New +$36.4K 0.03% 99

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Filbrandt Wealth Management's SJM Position: Q3 2021 in Review

Filbrandt Wealth Management held its J.M. Smucker (SJM) position steady in Q3 2021 at 344 shares worth $41K. The position accounts for 0.02% of the portfolio, ranked #97.

Filbrandt Wealth Management first reported a position in SJM in Q4 2019 and has held it in 8 quarters since. The position peaked at $45K in Q2 2021. 812 funds tracked by Wall St. Rank hold SJM as of Q3 2021.

  • Filbrandt Wealth Management held 344 shares of J.M. Smucker worth $41K as of Q3 2021.
  • Filbrandt Wealth Management left its J.M. Smucker share count unchanged in Q3 2021.
  • J.M. Smucker made up 0.02% of Filbrandt Wealth Management's portfolio in Q3 2021, its #97 holding.
  • Filbrandt Wealth Management first reported a position in J.M. Smucker in Q4 2019 and has held it in 8 quarters since.
  • Filbrandt Wealth Management's J.M. Smucker position peaked at $45K in Q2 2021.
  • 812 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.