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Lumature Wealth Partners’s J.M. Smucker SJM Stock Holding History

Lumature Wealth 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
2023
Q2 		$148 Hold
1
– – ﹤0.01% 378
2023
Q1 		$157 Hold
1
– – ﹤0.01% 382
2022
Q4 		$158 Hold
1
– – ﹤0.01% 383
2022
Q3 		$0 Hold
1
– – ﹤0.01% 414
2022
Q2 		$0 Hold
1
– – ﹤0.01% 435
2022
Q1 		$0 Hold
1
– – ﹤0.01% 422
2021
Q4 		$0 Hold
1
– – ﹤0.01% 410
2021
Q3 		$0 Hold
1
– – ﹤0.01% 408
2021
Q2 		$0 Hold
1
– – ﹤0.01% 380
2021
Q1 		$0 Buy
+1
New +$118 ﹤0.01% 350

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
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 $315B AUM 27.84% 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

Lumature Wealth Partners's SJM Position: Q2 2023 in Review

Lumature Wealth Partners held its J.M. Smucker (SJM) position steady in Q2 2023 at 1 share worth $148. The position accounts for ﹤0.01% of the portfolio, ranked #378.

Lumature Wealth Partners first reported a position in SJM in Q1 2021 and has held it in 10 quarters since. The position peaked at $158 in Q4 2022. 923 funds tracked by Wall St. Rank hold SJM as of Q2 2023.

  • Lumature Wealth Partners held 1 share of J.M. Smucker worth $148 as of Q2 2023.
  • Lumature Wealth Partners left its J.M. Smucker share count unchanged in Q2 2023.
  • J.M. Smucker made up ﹤0.01% of Lumature Wealth Partners's portfolio in Q2 2023, its #378 holding.
  • Lumature Wealth Partners first reported a position in J.M. Smucker in Q1 2021 and has held it in 10 quarters since.
  • Lumature Wealth Partners's J.M. Smucker position peaked at $158 in Q4 2022.
  • 923 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.