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Patriot Financial Group Insurance Agency’s J.M. Smucker SJM Stock Holding History

Patriot Financial Group Insurance Agency’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
-203
Closed -$26K – 1700
2022
Q2 		$26K Hold
203
– – 0.01% 929
2022
Q1 		$27K Sell
203
-43
-17% -$5.86K ﹤0.01% 980
2021
Q4 		$33K Sell
246
-12
-5% -$1.53K 0.01% 1026
2021
Q3 		$31K Buy
258
+11
+4% +$1.4K 0.01% 1034
2021
Q2 		$32K Hold
247
– – 0.01% 1001
2021
Q1 		$31K Buy
247
+42
+20% +$4.96K 0.01% 947
2020
Q4 		$24K Sell
205
-4
-2% -$465 0.01% 918
2020
Q3 		$24K Buy
209
+105
+101% +$11.7K 0.01% 746
2020
Q2 		$11K Buy
104
+2
+2% +$225 ﹤0.01% 955
2020
Q1 		$11K Sell
102
-9
-8% -$962 0.01% 838
2019
Q4 		$12K Sell
111
-65
-37% -$6.88K ﹤0.01% 801
2019
Q3 		$19K Buy
176
+19
+12% +$2.12K 0.01% 669
2019
Q2 		$18K Sell
157
-4
-2% -$488 0.01% 685
2019
Q1 		$19K Buy
161
+4
+3% +$418 0.01% 566
2018
Q4 		$15K Hold
157
– – 0.01% 534
2018
Q3 		$16K Buy
157
+101
+180% +$11K 0.01% 527
2018
Q2 		$6K Sell
56
-75
-57% -$8.42K 0.01% 461
2018
Q1 		$16K Buy
131
+1
+0.8% +$125 0.01% 517
2017
Q4 		$16K Hold
130
– – 0.01% 500
2017
Q3 		$13K Hold
130
– – 0.01% 502
2017
Q2 		$15K Hold
130
– – 0.02% 449
2017
Q1 		$17K Hold
130
– – 0.02% 400
2016
Q4 		$17K Buy
+130
New +$16.8K 0.02% 379

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 $55.1B AUM 45.38% 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 $315B AUM 27.84% 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

Patriot Financial Group Insurance Agency's SJM Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of J.M. Smucker (SJM) in Q3 2022, closing a stake of 203 shares — an estimated $26K sold.

Patriot Financial Group Insurance Agency first reported a position in SJM in Q4 2016 and held it in 23 quarters. The position peaked at $33K in Q4 2021. 882 funds tracked by Wall St. Rank hold SJM as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining J.M. Smucker position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 203 J.M. Smucker shares in Q3 2022, an estimated $26K.
  • Patriot Financial Group Insurance Agency first reported a position in J.M. Smucker in Q4 2016 and held it in 23 quarters.
  • Patriot Financial Group Insurance Agency's J.M. Smucker position peaked at $33K in Q4 2021.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.