KIG
SJM icon

Kowal Investment Group’s J.M. Smucker SJM Stock Holding History

Kowal Investment Group’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
2021
Q4 		– Sell
-29
Closed -$4K – 795
2021
Q3 		$4K Buy
+29
New +$3.69K ﹤0.01% 708

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Massachusetts Financial Services
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kowal Investment Group's SJM Position: Q4 2021 in Review

Kowal Investment Group sold out of J.M. Smucker (SJM) in Q4 2021, closing a stake of 29 shares — an estimated $4K sold.

Kowal Investment Group first reported a position in SJM in Q3 2021 and held it in 1 quarter. The position peaked at $4K in Q3 2021. 893 funds tracked by Wall St. Rank hold SJM as of Q4 2021.

  • Kowal Investment Group reported no remaining J.M. Smucker position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 29 J.M. Smucker shares in Q4 2021, an estimated $4K.
  • Kowal Investment Group first reported a position in J.M. Smucker in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's J.M. Smucker position peaked at $4K in Q3 2021.
  • 893 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.