Retirement Group’s J.M. Smucker SJM Stock Holding History

Retirement 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
2022 Q3	–	Sell	-88	Closed	-$11K	–	753
2022 Q2	$11K	Hold	88	–	–	﹤0.01%	426
2022 Q1	$12K	Buy	88 +16	+22%	+$2.18K	﹤0.01%	432
2021 Q4	$10K	Buy	+72	New	+$9.18K	﹤0.01%	445

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Retirement Group's SJM Position: Q3 2022 in Review

Retirement Group sold out of J.M. Smucker (SJM) in Q3 2022, closing a stake of 88 shares — an estimated $11K sold.

Retirement Group first reported a position in SJM in Q4 2021 and held it in 3 quarters. The position peaked at $12K in Q1 2022. 881 funds tracked by Wall St. Rank hold SJM as of Q3 2022.

Retirement Group reported no remaining J.M. Smucker position as of Q3 2022 after selling out during the quarter.
Retirement Group sold 88 J.M. Smucker shares in Q3 2022, an estimated $11K.
Retirement Group first reported a position in J.M. Smucker in Q4 2021 and held it in 3 quarters.
Retirement Group's J.M. Smucker position peaked at $12K in Q1 2022.
881 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2022.

Based on Retirement Group's 13F filing for Q3 2022, filed 14 Nov 2022.