MFA
SJM icon

McClarren Financial Advisors’s J.M. Smucker SJM Stock Holding History

McClarren Financial 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
-8
Closed -$1K – 449
2023
Q1 		$1K Hold
8
– – ﹤0.01% 312
2022
Q4 		$1K Hold
8
– – ﹤0.01% 319
2022
Q3 		$1K Buy
+8
New +$1.09K ﹤0.01% 294
2022
Q2 		– Sell
-8
Closed -$1K – 226
2022
Q1 		$1K Hold
8
– – ﹤0.01% 270
2021
Q4 		$2K Hold
8
– – ﹤0.01% 299
2021
Q3 		$0 Hold
8
– – ﹤0.01% 332
2021
Q2 		$1K Hold
8
– – ﹤0.01% 299
2021
Q1 		$1K Buy
+8
New +$944 ﹤0.01% 259

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 $3.38T AUM 44.17% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

McClarren Financial Advisors's SJM Position: Q2 2023 in Review

McClarren Financial Advisors sold out of J.M. Smucker (SJM) in Q2 2023, closing a stake of 8 shares — an estimated $1K sold.

McClarren Financial Advisors first reported a position in SJM in Q1 2021 and held it in 8 quarters. The position peaked at $2K in Q4 2021. 923 funds tracked by Wall St. Rank hold SJM as of Q2 2023.

  • McClarren Financial Advisors reported no remaining J.M. Smucker position as of Q2 2023 after selling out during the quarter.
  • McClarren Financial Advisors sold 8 J.M. Smucker shares in Q2 2023, an estimated $1K.
  • McClarren Financial Advisors first reported a position in J.M. Smucker in Q1 2021 and held it in 8 quarters.
  • McClarren Financial Advisors's J.M. Smucker position peaked at $2K in Q4 2021.
  • 923 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2023.

Based on McClarren Financial Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.