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

FourThought Financial’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 		$200K Sell
1,457
-972
-40% -$132K 0.03% 292
2022
Q2 		$311K Sell
2,429
-57
-2% -$7.6K 0.05% 258
2022
Q1 		$337K Sell
2,486
-87
-3% -$11.9K 0.04% 261
2021
Q4 		$349K Sell
2,573
-138
-5% -$17.6K 0.04% 253
2021
Q3 		$325K Buy
2,711
+16
+0.6% +$2.03K 0.04% 265
2021
Q2 		$349K Buy
2,695
+18
+0.7% +$2.39K 0.05% 263
2021
Q1 		$338K Buy
2,677
+143
+6% +$16.9K 0.05% 265
2020
Q4 		$292K Buy
+2,534
New +$295K 0.05% 280

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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FourThought Financial's SJM Position: Q3 2022 in Review

FourThought Financial reduced its J.M. Smucker (SJM) stake by 40% in Q3 2022, selling an estimated $132K and leaving 1,457 shares worth $200K. The position accounts for 0.03% of the portfolio, ranked #292.

FourThought Financial first reported a position in SJM in Q4 2020 and has held it in 8 quarters since. The position peaked at $349K in Q4 2021. 882 funds tracked by Wall St. Rank hold SJM as of Q3 2022.

  • FourThought Financial held 1,457 shares of J.M. Smucker worth $200K as of Q3 2022.
  • FourThought Financial sold 972 J.M. Smucker shares in Q3 2022, an estimated $132K.
  • J.M. Smucker made up 0.03% of FourThought Financial's portfolio in Q3 2022, its #292 holding.
  • FourThought Financial first reported a position in J.M. Smucker in Q4 2020 and has held it in 8 quarters since.
  • FourThought Financial's J.M. Smucker position peaked at $349K in Q4 2021.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.