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Financial Advisors Network’s J.M. Smucker SJM Stock Holding History

Financial Advisors Network’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 		$283K Buy
+1,784
New +$266K 0.07% 102
2022
Q1 		– Sell
-3,384
Closed -$460K – 155
2021
Q4 		$460K Sell
3,384
-300
-8% -$38.3K 0.1% 83
2021
Q3 		$468K Buy
3,684
+493
+15% +$62.7K 0.11% 91
2021
Q2 		$413K Buy
3,191
+164
+5% +$21.8K 0.12% 84
2021
Q1 		$383K Buy
+3,027
New +$357K 0.12% 87
2017
Q1 		– Sell
-582
Closed -$78.3K – 392
2016
Q4 		$78.3K Buy
+582
New +$75.4K 0.07% 108

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return