Mystic Asset Management’s J.M. Smucker SJM Stock Holding History

Mystic Asset 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
2022 Q1	–	Sell	-300	Closed	-$40K	–	360
2021 Q4	$40K	Buy	+300	New	+$38.3K	0.02%	277

Other funds holding SJM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mystic Asset Management's SJM Position: Q1 2022 in Review

Mystic Asset Management sold out of J.M. Smucker (SJM) in Q1 2022, closing a stake of 300 shares — an estimated $40K sold.

Mystic Asset Management first reported a position in SJM in Q4 2021 and held it in 1 quarter. The position peaked at $40K in Q4 2021. 859 funds tracked by Wall St. Rank hold SJM as of Q1 2022.

Mystic Asset Management reported no remaining J.M. Smucker position as of Q1 2022 after selling out during the quarter.
Mystic Asset Management sold 300 J.M. Smucker shares in Q1 2022, an estimated $40K.
Mystic Asset Management first reported a position in J.M. Smucker in Q4 2021 and held it in 1 quarter.
Mystic Asset Management's J.M. Smucker position peaked at $40K in Q4 2021.
859 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2022.

Based on Mystic Asset Management's 13F filing for Q1 2022, filed 11 May 2022.