Financial Enhancement Group’s J.M. Smucker SJM Stock Holding History

Financial Enhancement Group’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	–	Sell	-6	Closed	-$1K	–	286
2022 Q3	$1K	Hold	6	–	–	﹤0.01%	285
2022 Q2	$1K	Hold	6	–	–	﹤0.01%	289
2022 Q1	$1K	Hold	6	–	–	﹤0.01%	296
2021 Q4	$1K	Hold	6	–	–	﹤0.01%	261
2021 Q3	$1K	Hold	6	–	–	﹤0.01%	264
2021 Q2	$1K	Hold	6	–	–	﹤0.01%	261
2021 Q1	$1K	Hold	6	–	–	﹤0.01%	260
2020 Q4	$1K	Hold	6	–	–	﹤0.01%	271
2020 Q3	$1K	Hold	6	–	–	﹤0.01%	246
2020 Q2	$1K	Hold	6	–	–	﹤0.01%	235
2020 Q1	$1K	Hold	6	–	–	﹤0.01%	261
2019 Q4	$1K	Hold	6	–	–	﹤0.01%	255
2019 Q3	$1K	Hold	6	–	–	﹤0.01%	270
2019 Q2	$1K	Hold	6	–	–	﹤0.01%	267
2019 Q1	$1K	Hold	6	–	–	﹤0.01%	282
2018 Q4	$1K	Hold	6	–	–	﹤0.01%	238
2018 Q3	$1K	Hold	6	–	–	﹤0.01%	238
2018 Q2	$1K	Hold	6	–	–	﹤0.01%	235
2018 Q1	$1K	Buy	+6	New	+$749	﹤0.01%	238

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 $3.38T AUM 44.17% 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 Enhancement Group's SJM Position: Q4 2022 in Review

Financial Enhancement Group sold out of J.M. Smucker (SJM) in Q4 2022, closing a stake of 6 shares — an estimated $1K sold.

Financial Enhancement Group first reported a position in SJM in Q1 2018 and held it in 19 quarters. The position peaked at $1K in Q3 2022. 925 funds tracked by Wall St. Rank hold SJM as of Q4 2022.

Financial Enhancement Group reported no remaining J.M. Smucker position as of Q4 2022 after selling out during the quarter.
Financial Enhancement Group sold 6 J.M. Smucker shares in Q4 2022, an estimated $1K.
Financial Enhancement Group first reported a position in J.M. Smucker in Q1 2018 and held it in 19 quarters.
Financial Enhancement Group's J.M. Smucker position peaked at $1K in Q3 2022.
925 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2022.

Based on Financial Enhancement Group's 13F filing for Q4 2022, filed 9 Feb 2023.