RFA
SJM icon

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

Reilly 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
2021
Q4 		$2.17M Buy
15,943
+150
+0.9% +$19.1K 0.16% 95
2021
Q3 		$1.9M Buy
15,793
+2,473
+19% +$314K 0.16% 97
2021
Q2 		$1.73M Buy
13,320
+156
+1% +$20.7K 0.14% 100
2021
Q1 		$1.67M Buy
13,164
+457
+4% +$53.9K 0.15% 99
2020
Q4 		$1.47M Sell
12,707
-99
-0.8% -$11.5K 0.14% 99
2020
Q3 		$1.48M Buy
12,806
+2,898
+29% +$323K 0.16% 93
2020
Q2 		$1.05M Buy
+9,908
New +$1.11M 0.12% 98
2015
Q4 		– Sell
-4
Closed – – 1366
2015
Q3 		$0 Buy
+4
New +$446 ﹤0.01% 1380
2014
Q1 		– Sell
-26
Closed -$3K – 848
2013
Q4 		$3K Buy
+26
New +$2.76K ﹤0.01% 761

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Reilly Financial Advisors's SJM Position: Q4 2021 in Review

Reilly Financial Advisors increased its J.M. Smucker (SJM) stake by 0.95% in Q4 2021, buying an estimated $19.1K and bringing the position to 15,943 shares worth $2.17M. The position accounts for 0.16% of the portfolio, ranked #95.

Reilly Financial Advisors first reported a position in SJM in Q4 2013 and has held it in 9 quarters since. 894 funds tracked by Wall St. Rank hold SJM as of Q4 2021.

  • Reilly Financial Advisors held 15,943 shares of J.M. Smucker worth $2.17M as of Q4 2021.
  • Reilly Financial Advisors bought 150 J.M. Smucker shares in Q4 2021, an estimated $19.1K.
  • J.M. Smucker made up 0.16% of Reilly Financial Advisors's portfolio in Q4 2021, its #95 holding.
  • Reilly Financial Advisors first reported a position in J.M. Smucker in Q4 2013 and has held it in 9 quarters since.
  • 894 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.