Lenox Wealth Advisors’s J.M. Smucker SJM Stock Holding History

Lenox Wealth 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 Q1	$3K	Sell	22 -6	-21%	-$818	﹤0.01%	619
2021 Q4	$4K	Buy	28 +6	+27%	+$765	﹤0.01%	641
2021 Q3	$3K	Hold	22	–	–	﹤0.01%	609
2021 Q2	$3K	Hold	22	–	–	﹤0.01%	622
2021 Q1	$3K	Hold	22	–	–	﹤0.01%	579
2020 Q4	$3K	Hold	22	–	–	﹤0.01%	560
2020 Q3	$3K	Buy	+22	New	+$2.45K	﹤0.01%	488
2020 Q1	–	Sell	-2	Closed	–	–	919
2019 Q4	$0	Buy	+2	New	+$212	﹤0.01%	811

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

Lenox Wealth Advisors's SJM Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its J.M. Smucker (SJM) stake by 21% in Q1 2022, selling an estimated $818 and leaving 22 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #619.

Lenox Wealth Advisors first reported a position in SJM in Q4 2019 and has held it in 8 quarters since. The position peaked at $4K in Q4 2021. 860 funds tracked by Wall St. Rank hold SJM as of Q1 2022.

Lenox Wealth Advisors held 22 shares of J.M. Smucker worth $3K as of Q1 2022.
Lenox Wealth Advisors sold 6 J.M. Smucker shares in Q1 2022, an estimated $818.
J.M. Smucker made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #619 holding.
Lenox Wealth Advisors first reported a position in J.M. Smucker in Q4 2019 and has held it in 8 quarters since.
Lenox Wealth Advisors's J.M. Smucker position peaked at $4K in Q4 2021.
860 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.