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PCA Investment Advisory Services’s J.M. Smucker SJM Stock Holding History

PCA Investment Advisory Services’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
Q3 		– Sell
-883
Closed -$130K – 369
2023
Q2 		$130K Buy
+883
New +$135K 0.08% 167

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

PCA Investment Advisory Services's SJM Position: Q3 2023 in Review

PCA Investment Advisory Services sold out of J.M. Smucker (SJM) in Q3 2023, closing a stake of 883 shares — an estimated $130K sold.

PCA Investment Advisory Services first reported a position in SJM in Q2 2023 and held it in 1 quarter. The position peaked at $130K in Q2 2023. 883 funds tracked by Wall St. Rank hold SJM as of Q3 2023.

  • PCA Investment Advisory Services reported no remaining J.M. Smucker position as of Q3 2023 after selling out during the quarter.
  • PCA Investment Advisory Services sold 883 J.M. Smucker shares in Q3 2023, an estimated $130K.
  • PCA Investment Advisory Services first reported a position in J.M. Smucker in Q2 2023 and held it in 1 quarter.
  • PCA Investment Advisory Services's J.M. Smucker position peaked at $130K in Q2 2023.
  • 883 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2023.

Based on PCA Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.