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Morton Brown Family Wealth’s J.M. Smucker SJM Stock Holding History

Morton Brown Family Wealth’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
2022
Q3 		– Sell
-34
Closed -$4K – 319
2022
Q2 		$4K Buy
+34
New +$4.53K ﹤0.01% 168

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morton Brown Family Wealth's SJM Position: Q3 2022 in Review

Morton Brown Family Wealth sold out of J.M. Smucker (SJM) in Q3 2022, closing a stake of 34 shares — an estimated $4K sold.

Morton Brown Family Wealth first reported a position in SJM in Q2 2022 and held it in 1 quarter. The position peaked at $4K in Q2 2022. 881 funds tracked by Wall St. Rank hold SJM as of Q3 2022.

  • Morton Brown Family Wealth reported no remaining J.M. Smucker position as of Q3 2022 after selling out during the quarter.
  • Morton Brown Family Wealth sold 34 J.M. Smucker shares in Q3 2022, an estimated $4K.
  • Morton Brown Family Wealth first reported a position in J.M. Smucker in Q2 2022 and held it in 1 quarter.
  • Morton Brown Family Wealth's J.M. Smucker position peaked at $4K in Q2 2022.
  • 881 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2022.

Based on Morton Brown Family Wealth's 13F filing for Q3 2022, filed 31 Oct 2022.