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Lokken Investment Group’s J.M. Smucker SJM Stock Holding History

Lokken Investment Group’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
-2,925
Closed -$351K – 139
2021
Q3 		$351K Sell
2,925
-140
-5% -$17.8K 0.28% 82
2021
Q2 		$397K Buy
3,065
+284
+10% +$37.7K 0.32% 74
2021
Q1 		$352K Sell
2,781
-15
-0.5% -$1.77K 0.31% 75
2020
Q4 		$323K Buy
+2,796
New +$325K 0.29% 64

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lokken Investment Group's SJM Position: Q4 2021 in Review

Lokken Investment Group sold out of J.M. Smucker (SJM) in Q4 2021, closing a stake of 2,925 shares — an estimated $351K sold.

Lokken Investment Group first reported a position in SJM in Q4 2020 and held it in 4 quarters. The position peaked at $397K in Q2 2021. 892 funds tracked by Wall St. Rank hold SJM as of Q4 2021.

  • Lokken Investment Group reported no remaining J.M. Smucker position as of Q4 2021 after selling out during the quarter.
  • Lokken Investment Group sold 2,925 J.M. Smucker shares in Q4 2021, an estimated $351K.
  • Lokken Investment Group first reported a position in J.M. Smucker in Q4 2020 and held it in 4 quarters.
  • Lokken Investment Group's J.M. Smucker position peaked at $397K in Q2 2021.
  • 892 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2021.

Based on Lokken Investment Group's 13F filing for Q4 2021, filed 7 Feb 2022.