Kalos Management’s J.M. Smucker SJM Stock Holding History

Kalos Management’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 Q2	–	Sell	-11	Closed	-$1.73K	–	329
2023 Q1	$1.73K	Buy	+11	New	+$1.67K	﹤0.01%	352
2015 Q4	–	Hold	0	–	–	–	335

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kalos Management's SJM Position: Q2 2023 in Review

Kalos Management sold out of J.M. Smucker (SJM) in Q2 2023, closing a stake of 11 shares — an estimated $1.73K sold.

Kalos Management first reported a position in SJM in Q1 2023 and held it in 1 quarter. The position peaked at $1.73K in Q1 2023. 922 funds tracked by Wall St. Rank hold SJM as of Q2 2023.

Kalos Management reported no remaining J.M. Smucker position as of Q2 2023 after selling out during the quarter.
Kalos Management sold 11 J.M. Smucker shares in Q2 2023, an estimated $1.73K.
Kalos Management first reported a position in J.M. Smucker in Q1 2023 and held it in 1 quarter.
Kalos Management's J.M. Smucker position peaked at $1.73K in Q1 2023.
922 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2023.

Based on Kalos Management's 13F filing for Q2 2023, filed 9 Aug 2023.