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

Fortis Capital Advisors’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 		– Sell
-6,378
Closed -$1M – 525
2023
Q1 		$1M Buy
6,378
+2,589
+68% +$393K 0.54% 32
2022
Q4 		$600K Buy
+3,789
New +$564K 0.36% 41

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fortis Capital Advisors's SJM Position: Q2 2023 in Review

Fortis Capital Advisors sold out of J.M. Smucker (SJM) in Q2 2023, closing a stake of 6,378 shares — an estimated $1M sold.

Fortis Capital Advisors first reported a position in SJM in Q4 2022 and held it in 2 quarters. The position peaked at $1M in Q1 2023. 922 funds tracked by Wall St. Rank hold SJM as of Q2 2023.

  • Fortis Capital Advisors reported no remaining J.M. Smucker position as of Q2 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 6,378 J.M. Smucker shares in Q2 2023, an estimated $1M.
  • Fortis Capital Advisors first reported a position in J.M. Smucker in Q4 2022 and held it in 2 quarters.
  • Fortis Capital Advisors's J.M. Smucker position peaked at $1M in Q1 2023.
  • 922 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2023.

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