Kistler-Tiffany Companies’s J.M. Smucker SJM Stock Holding History

Kistler-Tiffany Companies’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	$1.73M	Buy	+11,688	New	+$1.78M	0.28%	67
2019 Q4	–	Sell	-6	Closed	-$1K	–	587
2019 Q3	$1K	Hold	6	–	–	﹤0.01%	576
2019 Q2	$1K	Sell	6 -6	-50%	-$733	﹤0.01%	563
2019 Q1	$1K	Hold	12	–	–	﹤0.01%	558
2018 Q4	$1K	Buy	+12	New	+$1.25K	﹤0.01%	547
2016 Q4	–	Sell	-222	Closed	-$30K	–	536
2016 Q3	$30K	Hold	222	–	–	0.01%	319
2016 Q2	$34K	Buy	+222	New	+$29.5K	0.02%	298
2016 Q1	–	Sell	-100	Closed	-$12K	–	585
2015 Q4	$12K	Hold	100	–	–	0.01%	427
2015 Q3	$11K	Sell	100 -128	-56%	-$14.3K	0.01%	435
2015 Q2	$25K	Hold	228	–	–	0.02%	350
2015 Q1	$26K	Buy	228 +1	+0.4%	+$110	0.02%	327
2014 Q4	$23K	Buy	227 +1	+0.4%	+$101	0.02%	345
2014 Q3	$22K	Buy	226 +1	+0.4%	+$103	0.01%	360
2014 Q2	$24K	Hold	225	–	–	0.02%	347
2014 Q1	$22K	Buy	225 +1	+0.4%	+$97	0.02%	342
2013 Q4	$23K	Buy	224 +1	+0.4%	+$106	0.02%	339
2013 Q3	$23K	Hold	223	–	–	0.02%	335
2013 Q2	$23K	Buy	+223	New	+$22.7K	0.02%	324

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

Kistler-Tiffany Companies's SJM Position: Q2 2023 in Review

Kistler-Tiffany Companies opened a new position in J.M. Smucker (SJM) in Q2 2023: 11,688 shares worth $1.73M. The stake represents 0.28% of the portfolio and ranks #67 among its holdings. This is a return to the name: Kistler-Tiffany Companies previously reported a position in SJM as recently as Q3 2019.

Kistler-Tiffany Companies first reported a position in SJM in Q2 2013 and has held it in 18 quarters since. 922 funds tracked by Wall St. Rank hold SJM as of Q2 2023.

Kistler-Tiffany Companies held 11,688 shares of J.M. Smucker worth $1.73M as of Q2 2023.
J.M. Smucker was a new Kistler-Tiffany Companies position in Q2 2023.
J.M. Smucker made up 0.28% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #67 holding.
Kistler-Tiffany Companies first reported a position in J.M. Smucker in Q2 2013 and has held it in 18 quarters since.
922 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.