First Capital Advisors Group’s J.M. Smucker SJM Stock Holding History

First Capital Advisors 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
2023 Q2	$6.64K	Buy	+45	New	+$6.86K	﹤0.01%	619
2018 Q2	–	Sell	-240	Closed	-$30K	–	664
2018 Q1	$30K	Buy	+240	New	+$30K	0.02%	350
2017 Q2	–	Sell	-4,074	Closed	-$534K	–	146
2017 Q1	$534K	Buy	4,074 +181	+5%	+$24.6K	0.4%	87
2016 Q4	$499K	Buy	+3,893	New	+$505K	0.46%	72

Other funds holding SJM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Capital Advisors Group's SJM Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in J.M. Smucker (SJM) in Q2 2023: 45 shares worth $6.64K. The stake represents ﹤0.01% of the portfolio and ranks #619 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in SJM as recently as Q1 2018.

First Capital Advisors Group first reported a position in SJM in Q4 2016 and has held it in 4 quarters since. The position peaked at $534K in Q1 2017. 922 funds tracked by Wall St. Rank hold SJM as of Q2 2023.

First Capital Advisors Group held 45 shares of J.M. Smucker worth $6.64K as of Q2 2023.
J.M. Smucker was a new First Capital Advisors Group position in Q2 2023.
J.M. Smucker made up ﹤0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #619 holding.
First Capital Advisors Group first reported a position in J.M. Smucker in Q4 2016 and has held it in 4 quarters since.
First Capital Advisors Group's J.M. Smucker position peaked at $534K in Q1 2017.
922 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.