Herold Advisors’s J.M. Smucker SJM Stock Holding History

Herold 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
2022 Q2	–	Sell	-200	Closed	-$27.1K	–	587
2022 Q1	$27.1K	Buy	+200	New	+$27.3K	0.01%	465
2021 Q4	–	Sell	-200	Closed	-$24K	–	565
2021 Q3	$24K	Buy	+200	New	+$25.4K	0.01%	493

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

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Herold Advisors's SJM Position: Q2 2022 in Review

Herold Advisors sold out of J.M. Smucker (SJM) in Q2 2022, closing a stake of 200 shares — an estimated $27.1K sold.

Herold Advisors first reported a position in SJM in Q3 2021 and held it in 2 quarters. The position peaked at $27.1K in Q1 2022. 861 funds tracked by Wall St. Rank hold SJM as of Q2 2022.

Herold Advisors reported no remaining J.M. Smucker position as of Q2 2022 after selling out during the quarter.
Herold Advisors sold 200 J.M. Smucker shares in Q2 2022, an estimated $27.1K.
Herold Advisors first reported a position in J.M. Smucker in Q3 2021 and held it in 2 quarters.
Herold Advisors's J.M. Smucker position peaked at $27.1K in Q1 2022.
861 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.