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MainStreet Investment Advisors’s J.M. Smucker SJM Stock Holding History

MainStreet Investment 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
Q3 		– Sell
-2,599
Closed -$384K – 180
2023
Q2 		$384K Sell
2,599
-302
-10% -$46.1K 0.04% 149
2023
Q1 		$457K Buy
+2,901
New +$441K 0.05% 139

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

MainStreet Investment Advisors's SJM Position: Q3 2023 in Review

MainStreet Investment Advisors sold out of J.M. Smucker (SJM) in Q3 2023, closing a stake of 2,599 shares — an estimated $384K sold.

MainStreet Investment Advisors first reported a position in SJM in Q1 2023 and held it in 2 quarters. The position peaked at $457K in Q1 2023. 883 funds tracked by Wall St. Rank hold SJM as of Q3 2023.

  • MainStreet Investment Advisors reported no remaining J.M. Smucker position as of Q3 2023 after selling out during the quarter.
  • MainStreet Investment Advisors sold 2,599 J.M. Smucker shares in Q3 2023, an estimated $384K.
  • MainStreet Investment Advisors first reported a position in J.M. Smucker in Q1 2023 and held it in 2 quarters.
  • MainStreet Investment Advisors's J.M. Smucker position peaked at $457K in Q1 2023.
  • 883 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2023.

Based on MainStreet Investment Advisors's 13F filing for Q3 2023, filed 31 Oct 2023.