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Keystone Financial Group (Kentucky)’s J.M. Smucker SJM Stock Holding History

Keystone Financial Group (Kentucky)’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
-1,531
Closed -$226K – 314
2023
Q2 		$226K Buy
+1,531
New +$234K 0.04% 260
2022
Q4 		$250K Buy
1,578
+1
+0.1% +$149 0.05% 238
2022
Q3 		$217K Buy
+1,577
New +$215K 0.04% 256
2018
Q2 		– Sell
-1,878
Closed -$225K – 178
2018
Q1 		$225K Buy
1,878
+137
+8% +$17.1K 0.13% 139
2017
Q4 		$221K Buy
+1,741
New +$193K 0.14% 113

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

Keystone Financial Group (Kentucky)'s SJM Position: Q3 2023 in Review

Keystone Financial Group (Kentucky) sold out of J.M. Smucker (SJM) in Q3 2023, closing a stake of 1,531 shares — an estimated $226K sold.

Keystone Financial Group (Kentucky) first reported a position in SJM in Q4 2017 and held it in 5 quarters. The position peaked at $250K in Q4 2022. 883 funds tracked by Wall St. Rank hold SJM as of Q3 2023.

  • Keystone Financial Group (Kentucky) reported no remaining J.M. Smucker position as of Q3 2023 after selling out during the quarter.
  • Keystone Financial Group (Kentucky) sold 1,531 J.M. Smucker shares in Q3 2023, an estimated $226K.
  • Keystone Financial Group (Kentucky) first reported a position in J.M. Smucker in Q4 2017 and held it in 5 quarters.
  • Keystone Financial Group (Kentucky)'s J.M. Smucker position peaked at $250K in Q4 2022.
  • 883 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2023.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q3 2023, filed 6 Nov 2023.