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Graham Capital Wealth Management’s J.M. Smucker SJM Stock Holding History

Graham Capital Wealth Management’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
-200
Closed -$315K – 127
2023
Q1 		$315K Buy
+200
New +$30.4K 0.05% 139

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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
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

Graham Capital Wealth Management's SJM Position: Q2 2023 in Review

Graham Capital Wealth Management sold out of J.M. Smucker (SJM) in Q2 2023, closing a stake of 200 shares — an estimated $315K sold.

Graham Capital Wealth Management first reported a position in SJM in Q1 2023 and held it in 1 quarter. The position peaked at $315K in Q1 2023. 922 funds tracked by Wall St. Rank hold SJM as of Q2 2023.

  • Graham Capital Wealth Management reported no remaining J.M. Smucker position as of Q2 2023 after selling out during the quarter.
  • Graham Capital Wealth Management sold 200 J.M. Smucker shares in Q2 2023, an estimated $315K.
  • Graham Capital Wealth Management first reported a position in J.M. Smucker in Q1 2023 and held it in 1 quarter.
  • Graham Capital Wealth Management's J.M. Smucker position peaked at $315K in Q1 2023.
  • 922 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2023.

Based on Graham Capital Wealth Management's 13F filing for Q2 2023, filed 25 Jul 2023.