FBT
SJM icon

First Bank & Trust’s J.M. Smucker SJM Stock Holding History

First Bank & Trust’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
Q3 		– Sell
-20
Closed -$3K – 443
2022
Q2 		$3K Hold
20
– – ﹤0.01% 418
2022
Q1 		$3K Hold
20
– – ﹤0.01% 435
2021
Q4 		$3K Buy
20
+11
+122% +$1.4K ﹤0.01% 429
2021
Q3 		$1K Hold
9
– – ﹤0.01% 421
2021
Q2 		$1K Hold
9
– – ﹤0.01% 408
2021
Q1 		$1K Hold
9
– – ﹤0.01% 409
2020
Q4 		$1K Hold
9
– – ﹤0.01% 399
2020
Q3 		$1K Hold
9
– – ﹤0.01% 394
2020
Q2 		$1K Sell
9
-9
-50% -$1.01K ﹤0.01% 386
2020
Q1 		$2K Buy
+18
New +$1.92K ﹤0.01% 395

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 $3.38T AUM 44.17% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

First Bank & Trust's SJM Position: Q3 2022 in Review

First Bank & Trust sold out of J.M. Smucker (SJM) in Q3 2022, closing a stake of 20 shares — an estimated $3K sold.

First Bank & Trust first reported a position in SJM in Q1 2020 and held it in 10 quarters. The position peaked at $3K in Q2 2022. 883 funds tracked by Wall St. Rank hold SJM as of Q3 2022.

  • First Bank & Trust reported no remaining J.M. Smucker position as of Q3 2022 after selling out during the quarter.
  • First Bank & Trust sold 20 J.M. Smucker shares in Q3 2022, an estimated $3K.
  • First Bank & Trust first reported a position in J.M. Smucker in Q1 2020 and held it in 10 quarters.
  • First Bank & Trust's J.M. Smucker position peaked at $3K in Q2 2022.
  • 883 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2022.

Based on First Bank & Trust's 13F filing for Q3 2022, filed 28 Oct 2022.