Legacy Private Trust’s J.M. Smucker SJM Stock Holding History

Legacy Private Trust’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	-1,801	Closed	-$266K	–	237
2023 Q2	$266K	Buy	+1,801	New	+$275K	0.02%	207

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Legacy Private Trust's SJM Position: Q3 2023 in Review

Legacy Private Trust sold out of J.M. Smucker (SJM) in Q3 2023, closing a stake of 1,801 shares — an estimated $266K sold.

Legacy Private Trust first reported a position in SJM in Q2 2023 and held it in 1 quarter. The position peaked at $266K in Q2 2023. 883 funds tracked by Wall St. Rank hold SJM as of Q3 2023.

Legacy Private Trust reported no remaining J.M. Smucker position as of Q3 2023 after selling out during the quarter.
Legacy Private Trust sold 1,801 J.M. Smucker shares in Q3 2023, an estimated $266K.
Legacy Private Trust first reported a position in J.M. Smucker in Q2 2023 and held it in 1 quarter.
Legacy Private Trust's J.M. Smucker position peaked at $266K in Q2 2023.
883 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2023.

Based on Legacy Private Trust's 13F filing for Q3 2023, filed 11 Oct 2023.