GFS
SJM icon

GYL Financial Synergies’s J.M. Smucker SJM Stock Holding History

GYL Financial Synergies’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
Q3 		– Sell
-1,369
Closed -$202K – 341
2023
Q2 		$202K Buy
+1,369
New +$209K 0.02% 335
2021
Q1 		– Sell
-2,871
Closed -$332K – 186
2020
Q4 		$332K Buy
2,871
+598
+26% +$69.5K 0.19% 128
2020
Q3 		$263K Buy
+2,273
New +$253K 0.17% 132

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

GYL Financial Synergies's SJM Position: Q3 2023 in Review

GYL Financial Synergies sold out of J.M. Smucker (SJM) in Q3 2023, closing a stake of 1,369 shares — an estimated $202K sold.

GYL Financial Synergies first reported a position in SJM in Q3 2020 and held it in 3 quarters. The position peaked at $332K in Q4 2020. 884 funds tracked by Wall St. Rank hold SJM as of Q3 2023.

  • GYL Financial Synergies reported no remaining J.M. Smucker position as of Q3 2023 after selling out during the quarter.
  • GYL Financial Synergies sold 1,369 J.M. Smucker shares in Q3 2023, an estimated $202K.
  • GYL Financial Synergies first reported a position in J.M. Smucker in Q3 2020 and held it in 3 quarters.
  • GYL Financial Synergies's J.M. Smucker position peaked at $332K in Q4 2020.
  • 884 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2023.

Based on GYL Financial Synergies's 13F filing for Q3 2023, filed 6 Nov 2023.