Kings Point Capital Management’s J.M. Smucker SJM Stock Holding History

Kings Point Capital 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
2022 Q1	$123K	Hold	912	–	–	0.01%	251
2021 Q4	$124K	Hold	912	–	–	0.01%	275
2021 Q3	$109K	Hold	912	–	–	0.01%	265
2021 Q2	$118K	Buy	912 +662	+265%	+$87.9K	0.01%	256
2021 Q1	$32K	Hold	250	–	–	﹤0.01%	395
2020 Q4	$29K	Hold	250	–	–	﹤0.01%	380
2020 Q3	$29K	Hold	250	–	–	﹤0.01%	369
2020 Q2	$26K	Hold	250	–	–	﹤0.01%	344
2020 Q1	$28K	Sell	250 -285	-53%	-$30.5K	﹤0.01%	340
2019 Q4	$56K	Hold	535	–	–	0.01%	302
2019 Q3	$59K	Buy	535 +50	+10%	+$5.57K	0.01%	278
2019 Q2	$56K	Buy	485 +200	+70%	+$24.4K	0.01%	245
2019 Q1	$33K	Hold	285	–	–	0.01%	272
2018 Q4	$27K	Hold	285	–	–	0.01%	282
2018 Q3	$29K	Sell	285 -49	-15%	-$5.35K	0.01%	292
2018 Q2	$36K	Hold	334	–	–	0.01%	266
2018 Q1	$41K	Buy	+334	New	+$41.7K	0.01%	257
2016 Q4	–	Sell	-76	Closed	-$10K	–	319
2016 Q3	$10K	Hold	76	–	–	﹤0.01%	300
2016 Q2	$12K	Buy	+76	New	+$10.1K	﹤0.01%	309

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

Kings Point Capital Management's SJM Position: Q1 2022 in Review

Kings Point Capital Management held its J.M. Smucker (SJM) position steady in Q1 2022 at 912 shares worth $123K. The position accounts for 0.01% of the portfolio, ranked #251.

Kings Point Capital Management first reported a position in SJM in Q2 2016 and has held it in 19 quarters since. The position peaked at $124K in Q4 2021. 859 funds tracked by Wall St. Rank hold SJM as of Q1 2022.

Kings Point Capital Management held 912 shares of J.M. Smucker worth $123K as of Q1 2022.
Kings Point Capital Management left its J.M. Smucker share count unchanged in Q1 2022.
J.M. Smucker made up 0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #251 holding.
Kings Point Capital Management first reported a position in J.M. Smucker in Q2 2016 and has held it in 19 quarters since.
Kings Point Capital Management's J.M. Smucker position peaked at $124K in Q4 2021.
859 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.