KB Financial Partners’s J.M. Smucker SJM Stock Holding History

KB Financial Partners’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	-10	Closed	-$1K	–	606
2023 Q2	$1K	Hold	10	–	–	﹤0.01%	597
2023 Q1	$2K	Buy	+10	New	+$1.52K	﹤0.01%	550

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

KB Financial Partners's SJM Position: Q3 2023 in Review

KB Financial Partners sold out of J.M. Smucker (SJM) in Q3 2023, closing a stake of 10 shares — an estimated $1K sold.

KB Financial Partners first reported a position in SJM in Q1 2023 and held it in 2 quarters. The position peaked at $2K in Q1 2023. 883 funds tracked by Wall St. Rank hold SJM as of Q3 2023.

KB Financial Partners reported no remaining J.M. Smucker position as of Q3 2023 after selling out during the quarter.
KB Financial Partners sold 10 J.M. Smucker shares in Q3 2023, an estimated $1K.
KB Financial Partners first reported a position in J.M. Smucker in Q1 2023 and held it in 2 quarters.
KB Financial Partners's J.M. Smucker position peaked at $2K in Q1 2023.
883 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.