JMF
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Johnson Midwest Financial’s J.M. Smucker SJM Stock Holding History

Johnson Midwest Financial’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 		$5.98K Buy
49
+1
+2% +$142 0.01% 246
2023
Q2 		$7.14K Hold
48
– – 0.01% 238
2023
Q1 		$7.55K Hold
48
– – 0.01% 229
2022
Q4 		$8K Buy
48
+1
+2% +$149 0.03% 222
2022
Q3 		$7 Buy
+47
New +$6.4K 0.03% 212

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Johnson Midwest Financial's SJM Position: Q3 2023 in Review

Johnson Midwest Financial increased its J.M. Smucker (SJM) stake by 2.1% in Q3 2023, buying an estimated $142 and bringing the position to 49 shares worth $5.98K. The position accounts for 0.01% of the portfolio, ranked #246.

Johnson Midwest Financial first reported a position in SJM in Q3 2022 and has held it in 5 quarters since. The position peaked at $8K in Q4 2022. 883 funds tracked by Wall St. Rank hold SJM as of Q3 2023.

  • Johnson Midwest Financial held 49 shares of J.M. Smucker worth $5.98K as of Q3 2023.
  • Johnson Midwest Financial bought 1 J.M. Smucker share in Q3 2023, an estimated $142.
  • J.M. Smucker made up 0.01% of Johnson Midwest Financial's portfolio in Q3 2023, its #246 holding.
  • Johnson Midwest Financial first reported a position in J.M. Smucker in Q3 2022 and has held it in 5 quarters since.
  • Johnson Midwest Financial's J.M. Smucker position peaked at $8K in Q4 2022.
  • 883 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.