New Hampshire Trust’s J.M. Smucker SJM Stock Holding History

New Hampshire Trust’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	-287	Closed	-$45.2K	–	305
2023 Q1	$45.2K	Hold	287	–	–	0.01%	254
2022 Q4	$45.5K	Buy	+287	New	+$42.8K	0.01%	253

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

New Hampshire Trust's SJM Position: Q2 2023 in Review

New Hampshire Trust sold out of J.M. Smucker (SJM) in Q2 2023, closing a stake of 287 shares — an estimated $45.2K sold.

New Hampshire Trust first reported a position in SJM in Q4 2022 and held it in 2 quarters. The position peaked at $45.5K in Q4 2022. 922 funds tracked by Wall St. Rank hold SJM as of Q2 2023.

New Hampshire Trust reported no remaining J.M. Smucker position as of Q2 2023 after selling out during the quarter.
New Hampshire Trust sold 287 J.M. Smucker shares in Q2 2023, an estimated $45.2K.
New Hampshire Trust first reported a position in J.M. Smucker in Q4 2022 and held it in 2 quarters.
New Hampshire Trust's J.M. Smucker position peaked at $45.5K in Q4 2022.
922 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2023.

Based on New Hampshire Trust's 13F filing for Q2 2023, filed 11 Jul 2023.