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Heritage Financial Services’s J.M. Smucker SJM Stock Holding History

Heritage Financial Services’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
-12
Closed -$1K – 402
2022
Q2 		$1K Buy
+12
New +$1.6K ﹤0.01% 482

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

Heritage Financial Services's SJM Position: Q3 2022 in Review

Heritage Financial Services sold out of J.M. Smucker (SJM) in Q3 2022, closing a stake of 12 shares — an estimated $1K sold.

Heritage Financial Services first reported a position in SJM in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 881 funds tracked by Wall St. Rank hold SJM as of Q3 2022.

  • Heritage Financial Services reported no remaining J.M. Smucker position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 12 J.M. Smucker shares in Q3 2022, an estimated $1K.
  • Heritage Financial Services first reported a position in J.M. Smucker in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's J.M. Smucker position peaked at $1K in Q2 2022.
  • 881 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.