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Life Planning Partners’s J.M. Smucker SJM Stock Holding History

Life Planning Partners’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
Q3 		$5K Hold
36
– – 0.01% 144
2022
Q2 		$5K Hold
36
– – 0.01% 146
2022
Q1 		$5K Sell
36
-73
-67% -$9.95K 0.01% 148
2021
Q4 		$15K Buy
+109
New +$13.9K 0.02% 119

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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Life Planning Partners's SJM Position: Q3 2022 in Review

Life Planning Partners held its J.M. Smucker (SJM) position steady in Q3 2022 at 36 shares worth $5K. The position accounts for 0.01% of the portfolio, ranked #144.

Life Planning Partners first reported a position in SJM in Q4 2021 and has held it in 4 quarters since. The position peaked at $15K in Q4 2021. 881 funds tracked by Wall St. Rank hold SJM as of Q3 2022.

  • Life Planning Partners held 36 shares of J.M. Smucker worth $5K as of Q3 2022.
  • Life Planning Partners left its J.M. Smucker share count unchanged in Q3 2022.
  • J.M. Smucker made up 0.01% of Life Planning Partners's portfolio in Q3 2022, its #144 holding.
  • Life Planning Partners first reported a position in J.M. Smucker in Q4 2021 and has held it in 4 quarters since.
  • Life Planning Partners's J.M. Smucker position peaked at $15K in Q4 2021.
  • 881 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2022.

Based on Life Planning Partners's 13F filing for Q3 2022, filed 13 Oct 2022.