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Klaas Financial Asset Advisors’s J.M. Smucker SJM Stock Holding History

Klaas Financial Asset Advisors’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
Q4 		– Sell
-200
Closed -$27K – 73
2022
Q3 		$27K Buy
+200
New +$27.3K 0.01% 61

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Klaas Financial Asset Advisors's SJM Position: Q4 2022 in Review

Klaas Financial Asset Advisors sold out of J.M. Smucker (SJM) in Q4 2022, closing a stake of 200 shares — an estimated $27K sold.

Klaas Financial Asset Advisors first reported a position in SJM in Q3 2022 and held it in 1 quarter. The position peaked at $27K in Q3 2022. 925 funds tracked by Wall St. Rank hold SJM as of Q4 2022.

  • Klaas Financial Asset Advisors reported no remaining J.M. Smucker position as of Q4 2022 after selling out during the quarter.
  • Klaas Financial Asset Advisors sold 200 J.M. Smucker shares in Q4 2022, an estimated $27K.
  • Klaas Financial Asset Advisors first reported a position in J.M. Smucker in Q3 2022 and held it in 1 quarter.
  • Klaas Financial Asset Advisors's J.M. Smucker position peaked at $27K in Q3 2022.
  • 925 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2022.

Based on Klaas Financial Asset Advisors's 13F filing for Q4 2022, filed 23 Jan 2023.