MinichMacGregor Wealth Management’s J.M. Smucker SJM Stock Holding History

MinichMacGregor Wealth Management’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 Q1	–	Sell	-3	Closed	-$475	–	553
2022 Q4	$475	Buy	+3	New	+$447	﹤0.01%	670
2018 Q4	–	Sell	-147	Closed	-$15K	–	452
2018 Q3	$15K	Buy	147 +25	+20%	+$2.73K	0.01%	261
2018 Q2	$12K	Hold	122	–	–	0.01%	284
2018 Q1	$15K	Hold	122	–	–	0.01%	245
2017 Q4	$15K	Hold	122	–	–	0.01%	246
2017 Q3	$12K	Hold	122	–	–	0.01%	256
2017 Q2	$14K	Sell	122 -58	-32%	-$7.33K	0.01%	235
2017 Q1	$23K	Hold	180	–	–	0.02%	165
2016 Q4	$23K	Hold	180	–	–	0.02%	164
2016 Q3	$24K	Hold	180	–	–	0.02%	169
2016 Q2	$27K	Hold	180	–	–	0.03%	156
2016 Q1	$23K	Buy	180 +71	+65%	+$8.95K	0.02%	162
2015 Q4	$12K	Buy	+109	New	+$13K	0.01%	215

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

MinichMacGregor Wealth Management's SJM Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of J.M. Smucker (SJM) in Q1 2023, closing a stake of 3 shares — an estimated $475 sold.

MinichMacGregor Wealth Management first reported a position in SJM in Q4 2015 and held it in 13 quarters. The position peaked at $27K in Q2 2016. 943 funds tracked by Wall St. Rank hold SJM as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining J.M. Smucker position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 3 J.M. Smucker shares in Q1 2023, an estimated $475.
MinichMacGregor Wealth Management first reported a position in J.M. Smucker in Q4 2015 and held it in 13 quarters.
MinichMacGregor Wealth Management's J.M. Smucker position peaked at $27K in Q2 2016.
943 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.