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First National Bank of South Miami’s J.M. Smucker SJM Stock Holding History

First National Bank of South Miami’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
Q1 		– Sell
-125
Closed -$17K – 356
2021
Q4 		$17K Buy
+125
New +$15.9K 0.01% 277

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First National Bank of South Miami's SJM Position: Q1 2022 in Review

First National Bank of South Miami sold out of J.M. Smucker (SJM) in Q1 2022, closing a stake of 125 shares — an estimated $17K sold.

First National Bank of South Miami first reported a position in SJM in Q4 2021 and held it in 1 quarter. The position peaked at $17K in Q4 2021. 860 funds tracked by Wall St. Rank hold SJM as of Q1 2022.

  • First National Bank of South Miami reported no remaining J.M. Smucker position as of Q1 2022 after selling out during the quarter.
  • First National Bank of South Miami sold 125 J.M. Smucker shares in Q1 2022, an estimated $17K.
  • First National Bank of South Miami first reported a position in J.M. Smucker in Q4 2021 and held it in 1 quarter.
  • First National Bank of South Miami's J.M. Smucker position peaked at $17K in Q4 2021.
  • 860 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2022.

Based on First National Bank of South Miami's 13F filing for Q1 2022, filed 8 Apr 2022.