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Liberty Wealth Management’s J.M. Smucker SJM Stock Holding History

Liberty Wealth Management’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
-3
Closed – – 946
2021
Q3 		$0 Hold
3
– – ﹤0.01% 1233
2021
Q2 		$0 Hold
3
– – ﹤0.01% 1171
2021
Q1 		$0 Hold
3
– – ﹤0.01% 1035
2020
Q4 		$0 Buy
+3
New +$349 ﹤0.01% 1062
2019
Q4 		– Sell
-717
Closed -$79K – 960
2019
Q3 		$79K Buy
717
+6
+0.8% +$669 0.07% 172
2019
Q2 		$82K Sell
711
-1,988
-74% -$243K 0.07% 188
2019
Q1 		$314K Buy
2,699
+21
+0.8% +$2.19K 0.24% 65
2018
Q4 		$250K Buy
+2,678
New +$280K 0.19% 72

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

Liberty Wealth Management's SJM Position: Q4 2021 in Review

Liberty Wealth Management sold out of J.M. Smucker (SJM) in Q4 2021, closing a stake of 3 shares.

Liberty Wealth Management first reported a position in SJM in Q4 2018 and held it in 8 quarters. The position peaked at $314K in Q1 2019. 893 funds tracked by Wall St. Rank hold SJM as of Q4 2021.

  • Liberty Wealth Management reported no remaining J.M. Smucker position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 3 J.M. Smucker shares in Q4 2021.
  • Liberty Wealth Management first reported a position in J.M. Smucker in Q4 2018 and held it in 8 quarters.
  • Liberty Wealth Management's J.M. Smucker position peaked at $314K in Q1 2019.
  • 893 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.