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Financial Counselors Inc’s J.M. Smucker SJM Stock Holding History

Financial Counselors Inc’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
2023
Q4 		– Sell
-2,109
Closed -$259K – 577
2023
Q3 		$259K Buy
2,109
+84
+4% +$11.9K 0.01% 490
2023
Q2 		$299K Hold
2,025
– – 0.01% 425
2023
Q1 		$319K Sell
2,025
-5
-0.2% -$759 0.01% 417
2022
Q4 		$322K Buy
2,030
+5
+0.2% +$745 0.01% 421
2022
Q3 		$278K Hold
2,025
– – 0.01% 423
2022
Q2 		$259K Hold
2,025
– – 0.01% 443
2022
Q1 		$274K Hold
2,025
– – 0.01% 447
2021
Q4 		$275K Hold
2,025
– – 0.01% 443
2021
Q3 		$243K Sell
2,025
-717
-26% -$91.2K 0.01% 485
2021
Q2 		$355K Sell
2,742
-38
-1% -$5.05K 0.01% 412
2021
Q1 		$352K Sell
2,780
-49
-2% -$5.78K 0.01% 411
2020
Q4 		$327K Sell
2,829
-1,106
-28% -$129K 0.01% 415
2020
Q3 		$455K Sell
3,935
-1,829
-32% -$204K 0.01% 349
2020
Q2 		$610K Buy
5,764
+3,282
+132% +$369K 0.02% 346
2020
Q1 		$276K Sell
2,482
-40
-2% -$4.28K 0.01% 376
2019
Q4 		$263K Sell
2,522
-103
-4% -$10.9K 0.01% 455
2019
Q3 		$289K Buy
2,625
+2
+0.1% +$223 0.01% 423
2019
Q2 		$302K Hold
2,623
– – 0.01% 400
2019
Q1 		$306K Buy
+2,623
New +$274K 0.01% 393

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Financial Counselors Inc's SJM Position: Q4 2023 in Review

Financial Counselors Inc sold out of J.M. Smucker (SJM) in Q4 2023, closing a stake of 2,109 shares — an estimated $259K sold.

Financial Counselors Inc first reported a position in SJM in Q1 2019 and held it in 19 quarters. The position peaked at $610K in Q2 2020. 900 funds tracked by Wall St. Rank hold SJM as of Q4 2023.

  • Financial Counselors Inc reported no remaining J.M. Smucker position as of Q4 2023 after selling out during the quarter.
  • Financial Counselors Inc sold 2,109 J.M. Smucker shares in Q4 2023, an estimated $259K.
  • Financial Counselors Inc first reported a position in J.M. Smucker in Q1 2019 and held it in 19 quarters.
  • Financial Counselors Inc's J.M. Smucker position peaked at $610K in Q2 2020.
  • 900 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2023.

Based on Financial Counselors Inc's 13F filing for Q4 2023, filed 26 Jan 2024.