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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Financial Advisors Network's SJM Position: Q4 2022 in Review

Financial Advisors Network opened a new position in J.M. Smucker (SJM) in Q4 2022: 1,784 shares worth $283K. The stake represents 0.07% of the portfolio and ranks #102 among its holdings. This is a return to the name: Financial Advisors Network previously reported a position in SJM as recently as Q4 2021.

Financial Advisors Network first reported a position in SJM in Q4 2016 and has held it in 6 quarters since. The position peaked at $468K in Q3 2021. 925 funds tracked by Wall St. Rank hold SJM as of Q4 2022.

Financial Advisors Network held 1,784 shares of J.M. Smucker worth $283K as of Q4 2022.
J.M. Smucker was a new Financial Advisors Network position in Q4 2022.
J.M. Smucker made up 0.07% of Financial Advisors Network's portfolio in Q4 2022, its #102 holding.
Financial Advisors Network first reported a position in J.M. Smucker in Q4 2016 and has held it in 6 quarters since.
Financial Advisors Network's J.M. Smucker position peaked at $468K in Q3 2021.
925 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2022.

Based on Financial Advisors Network's 13F filing for Q4 2022, filed 2 Feb 2023.