Guidance Point Advisors’s J.M. Smucker SJM Stock Holding History

Guidance Point 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
2021 Q4	–	Sell	-27	Closed	-$3K	–	352
2021 Q3	$3K	Buy	+27	New	+$3.43K	﹤0.01%	377

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guidance Point Advisors's SJM Position: Q4 2021 in Review

Guidance Point Advisors sold out of J.M. Smucker (SJM) in Q4 2021, closing a stake of 27 shares — an estimated $3K sold.

Guidance Point Advisors first reported a position in SJM in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 893 funds tracked by Wall St. Rank hold SJM as of Q4 2021.

Guidance Point Advisors reported no remaining J.M. Smucker position as of Q4 2021 after selling out during the quarter.
Guidance Point Advisors sold 27 J.M. Smucker shares in Q4 2021, an estimated $3K.
Guidance Point Advisors first reported a position in J.M. Smucker in Q3 2021 and held it in 1 quarter.
Guidance Point Advisors's J.M. Smucker position peaked at $3K in Q3 2021.
893 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2021.

Based on Guidance Point Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.