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FourThought Financial Partners’s J.M. Smucker SJM Stock Holding History

FourThought Financial Partners’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
Q1 		– Sell
-1,439
Closed -$228K – 338
2022
Q4 		$228K Buy
+1,439
New +$214K 0.03% 286

Other funds holding SJM

Vanguard Group
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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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

FourThought Financial Partners's SJM Position: Q1 2023 in Review

FourThought Financial Partners sold out of J.M. Smucker (SJM) in Q1 2023, closing a stake of 1,439 shares — an estimated $228K sold.

FourThought Financial Partners first reported a position in SJM in Q4 2022 and held it in 1 quarter. The position peaked at $228K in Q4 2022. 943 funds tracked by Wall St. Rank hold SJM as of Q1 2023.

  • FourThought Financial Partners reported no remaining J.M. Smucker position as of Q1 2023 after selling out during the quarter.
  • FourThought Financial Partners sold 1,439 J.M. Smucker shares in Q1 2023, an estimated $228K.
  • FourThought Financial Partners first reported a position in J.M. Smucker in Q4 2022 and held it in 1 quarter.
  • FourThought Financial Partners's J.M. Smucker position peaked at $228K in Q4 2022.
  • 943 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2023.

Based on FourThought Financial Partners's 13F filing for Q1 2023, filed 4 May 2023.