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PAX Financial Group’s J.M. Smucker SJM Stock Holding History

PAX Financial 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
2021
Q4 		– Sell
-3,171
Closed -$381K – 215
2021
Q3 		$381K Buy
3,171
+786
+33% +$99.9K 0.09% 146
2021
Q2 		$309K Buy
2,385
+725
+44% +$96.3K 0.08% 144
2021
Q1 		$210K Buy
+1,660
New +$196K 0.06% 160

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PAX Financial Group's SJM Position: Q4 2021 in Review

PAX Financial Group sold out of J.M. Smucker (SJM) in Q4 2021, closing a stake of 3,171 shares — an estimated $381K sold.

PAX Financial Group first reported a position in SJM in Q1 2021 and held it in 3 quarters. The position peaked at $381K in Q3 2021. 892 funds tracked by Wall St. Rank hold SJM as of Q4 2021.

  • PAX Financial Group reported no remaining J.M. Smucker position as of Q4 2021 after selling out during the quarter.
  • PAX Financial Group sold 3,171 J.M. Smucker shares in Q4 2021, an estimated $381K.
  • PAX Financial Group first reported a position in J.M. Smucker in Q1 2021 and held it in 3 quarters.
  • PAX Financial Group's J.M. Smucker position peaked at $381K in Q3 2021.
  • 892 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2021.

Based on PAX Financial Group's 13F filing for Q4 2021, filed 7 Feb 2022.