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Professional Financial Advisors’s J.M. Smucker SJM Stock Holding History

Professional Financial Advisors’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
-52
Closed -$7K – 383
2022
Q3 		$7K Hold
52
– – ﹤0.01% 328
2022
Q2 		$7K Hold
52
– – ﹤0.01% 337
2022
Q1 		$7K Hold
52
– – ﹤0.01% 350
2021
Q4 		$7K Hold
52
– – ﹤0.01% 349
2021
Q3 		$6K Hold
52
– – ﹤0.01% 310
2021
Q2 		$7K Hold
52
– – ﹤0.01% 303
2021
Q1 		$7K Hold
52
– – ﹤0.01% 270
2020
Q4 		$6K Hold
52
– – ﹤0.01% 282
2020
Q3 		$6K Buy
+52
New +$5.8K 0.01% 254

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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Professional Financial Advisors's SJM Position: Q4 2022 in Review

Professional Financial Advisors sold out of J.M. Smucker (SJM) in Q4 2022, closing a stake of 52 shares — an estimated $7K sold.

Professional Financial Advisors first reported a position in SJM in Q3 2020 and held it in 9 quarters. The position peaked at $7K in Q3 2022. 925 funds tracked by Wall St. Rank hold SJM as of Q4 2022.

  • Professional Financial Advisors reported no remaining J.M. Smucker position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 52 J.M. Smucker shares in Q4 2022, an estimated $7K.
  • Professional Financial Advisors first reported a position in J.M. Smucker in Q3 2020 and held it in 9 quarters.
  • Professional Financial Advisors's J.M. Smucker position peaked at $7K in Q3 2022.
  • 925 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.