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Graves Light Lenhart Wealth’s J.M. Smucker SJM Stock Holding History

Graves Light Lenhart Wealth’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 		– Sell
-20
Closed -$3K – 523
2022
Q2 		$3K Buy
20
+2
+11% +$267 ﹤0.01% 562
2022
Q1 		$2K Hold
18
– – ﹤0.01% 629
2021
Q4 		$2K Hold
18
– – ﹤0.01% 697
2021
Q3 		$2K Hold
18
– – ﹤0.01% 688
2021
Q2 		$2K Hold
18
– – ﹤0.01% 689
2021
Q1 		$2K Hold
18
– – ﹤0.01% 690
2020
Q4 		$2K Buy
+18
New +$2.09K ﹤0.01% 677

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 $3.38T AUM 44.17% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Graves Light Lenhart Wealth's SJM Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of J.M. Smucker (SJM) in Q3 2022, closing a stake of 20 shares — an estimated $3K sold.

Graves Light Lenhart Wealth first reported a position in SJM in Q4 2020 and held it in 7 quarters. The position peaked at $3K in Q2 2022. 883 funds tracked by Wall St. Rank hold SJM as of Q3 2022.

  • Graves Light Lenhart Wealth reported no remaining J.M. Smucker position as of Q3 2022 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 20 J.M. Smucker shares in Q3 2022, an estimated $3K.
  • Graves Light Lenhart Wealth first reported a position in J.M. Smucker in Q4 2020 and held it in 7 quarters.
  • Graves Light Lenhart Wealth's J.M. Smucker position peaked at $3K in Q2 2022.
  • 883 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.