Financial Gravity Asset Management’s J.M. Smucker SJM Stock Holding History

Financial Gravity Asset 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	$120K	Hold	71	–	–	0.06%	301
2021 Q2	$130K	Buy	+71	New	+$9.43K	0.05%	287
2020 Q4	$3K	Buy	+27	New	+$3.14K	﹤0.01%	286
2019 Q4	$104K	Buy	24 +1	+4%	+$106	0.07%	305
2019 Q3	$3K	Sell	23 -30	-57%	-$3.34K	﹤0.01%	839
2019 Q2	$6K	Buy	53 +1	+2%	+$122	﹤0.01%	665
2019 Q1	$6K	Buy	+52	New	+$5.43K	﹤0.01%	658
2018 Q3	$5K	Sell	47 -169	-78%	-$18.5K	0.01%	740
2018 Q2	$24K	Buy	216 +169	+360%	+$19K	0.02%	456
2018 Q1	$5K	Buy	+47	New	+$5.87K	0.01%	745

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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Financial Gravity Asset Management's SJM Position: Q3 2021 in Review

Financial Gravity Asset Management held its J.M. Smucker (SJM) position steady in Q3 2021 at 71 shares worth $120K. The position accounts for 0.06% of the portfolio, ranked #301.

Financial Gravity Asset Management first reported a position in SJM in Q1 2018 and has held it in 10 quarters since. The position peaked at $130K in Q2 2021. 813 funds tracked by Wall St. Rank hold SJM as of Q3 2021.

Financial Gravity Asset Management held 71 shares of J.M. Smucker worth $120K as of Q3 2021.
Financial Gravity Asset Management left its J.M. Smucker share count unchanged in Q3 2021.
J.M. Smucker made up 0.06% of Financial Gravity Asset Management's portfolio in Q3 2021, its #301 holding.
Financial Gravity Asset Management first reported a position in J.M. Smucker in Q1 2018 and has held it in 10 quarters since.
Financial Gravity Asset Management's J.M. Smucker position peaked at $130K in Q2 2021.
813 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.