MHS
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M Holdings Securities’s J.M. Smucker SJM Stock Holding History

M Holdings Securities’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
-1,578
Closed -$248K – 412
2023
Q1 		$248K Buy
1,578
+1
+0.1% +$152 0.03% 397
2022
Q4 		$250K Hold
1,577
– – 0.03% 380
2022
Q3 		$217K Hold
1,577
– – 0.02% 389
2022
Q2 		$202K Sell
1,577
-2
-0.1% -$267 0.02% 410
2022
Q1 		$214K Buy
+1,579
New +$215K 0.02% 470

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

M Holdings Securities's SJM Position: Q2 2023 in Review

M Holdings Securities sold out of J.M. Smucker (SJM) in Q2 2023, closing a stake of 1,578 shares — an estimated $248K sold.

M Holdings Securities first reported a position in SJM in Q1 2022 and held it in 5 quarters. The position peaked at $250K in Q4 2022. 922 funds tracked by Wall St. Rank hold SJM as of Q2 2023.

  • M Holdings Securities reported no remaining J.M. Smucker position as of Q2 2023 after selling out during the quarter.
  • M Holdings Securities sold 1,578 J.M. Smucker shares in Q2 2023, an estimated $248K.
  • M Holdings Securities first reported a position in J.M. Smucker in Q1 2022 and held it in 5 quarters.
  • M Holdings Securities's J.M. Smucker position peaked at $250K in Q4 2022.
  • 922 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2023.

Based on M Holdings Securities's 13F filing for Q2 2023, filed 26 Sep 2023.