Level Four Advisory Services’s J.M. Smucker SJM Stock Holding History

Level Four Advisory Services’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 Q1	–	Sell	-1,524	Closed	-$242K	–	820
2022 Q4	$242K	Buy	+1,524	New	+$227K	0.02%	573

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Level Four Advisory Services's SJM Position: Q1 2023 in Review

Level Four Advisory Services sold out of J.M. Smucker (SJM) in Q1 2023, closing a stake of 1,524 shares — an estimated $242K sold.

Level Four Advisory Services first reported a position in SJM in Q4 2022 and held it in 1 quarter. The position peaked at $242K in Q4 2022. 943 funds tracked by Wall St. Rank hold SJM as of Q1 2023.

Level Four Advisory Services reported no remaining J.M. Smucker position as of Q1 2023 after selling out during the quarter.
Level Four Advisory Services sold 1,524 J.M. Smucker shares in Q1 2023, an estimated $242K.
Level Four Advisory Services first reported a position in J.M. Smucker in Q4 2022 and held it in 1 quarter.
Level Four Advisory Services's J.M. Smucker position peaked at $242K in Q4 2022.
943 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2023.

Based on Level Four Advisory Services's 13F filing for Q1 2023, filed 5 Jun 2023.