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

National Wealth Management Group’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
Q4 		– Sell
-2,624
Closed -$361K – 160
2022
Q3 		$361K Buy
+2,624
New +$358K 0.47% 60

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

National Wealth Management Group's SJM Position: Q4 2022 in Review

National Wealth Management Group sold out of J.M. Smucker (SJM) in Q4 2022, closing a stake of 2,624 shares — an estimated $361K sold.

National Wealth Management Group first reported a position in SJM in Q3 2022 and held it in 1 quarter. The position peaked at $361K in Q3 2022. 925 funds tracked by Wall St. Rank hold SJM as of Q4 2022.

  • National Wealth Management Group reported no remaining J.M. Smucker position as of Q4 2022 after selling out during the quarter.
  • National Wealth Management Group sold 2,624 J.M. Smucker shares in Q4 2022, an estimated $361K.
  • National Wealth Management Group first reported a position in J.M. Smucker in Q3 2022 and held it in 1 quarter.
  • National Wealth Management Group's J.M. Smucker position peaked at $361K in Q3 2022.
  • 925 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2022.

Based on National Wealth Management Group's 13F filing for Q4 2022, filed 17 Nov 2023.