LA
SJM icon

Lifeworks Advisors’s J.M. Smucker SJM Stock Holding History

Lifeworks 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
2023
Q2 		– Sell
-2,589
Closed -$407K – 161
2023
Q1 		$407K Buy
2,589
+884
+52% +$134K 0.19% 112
2022
Q4 		$270K Sell
1,705
-608
-26% -$90.6K 0.15% 100
2022
Q3 		$348K Buy
2,313
+360
+18% +$49.1K 0.2% 95
2022
Q2 		$250K Buy
+1,953
New +$260K 0.16% 114

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lifeworks Advisors's SJM Position: Q2 2023 in Review

Lifeworks Advisors sold out of J.M. Smucker (SJM) in Q2 2023, closing a stake of 2,589 shares — an estimated $407K sold.

Lifeworks Advisors first reported a position in SJM in Q2 2022 and held it in 4 quarters. The position peaked at $407K in Q1 2023. 922 funds tracked by Wall St. Rank hold SJM as of Q2 2023.

  • Lifeworks Advisors reported no remaining J.M. Smucker position as of Q2 2023 after selling out during the quarter.
  • Lifeworks Advisors sold 2,589 J.M. Smucker shares in Q2 2023, an estimated $407K.
  • Lifeworks Advisors first reported a position in J.M. Smucker in Q2 2022 and held it in 4 quarters.
  • Lifeworks Advisors's J.M. Smucker position peaked at $407K in Q1 2023.
  • 922 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2023.

Based on Lifeworks Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.