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Retirement Planning Company of New England’s J.M. Smucker SJM Stock Holding History

Retirement Planning Company of New England’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
Q1 		– Sell
-70
Closed -$9K – 755
2021
Q4 		$9K Buy
+70
New +$8.93K ﹤0.01% 673

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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 $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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Retirement Planning Company of New England's SJM Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of J.M. Smucker (SJM) in Q1 2022, closing a stake of 70 shares — an estimated $9K sold.

Retirement Planning Company of New England first reported a position in SJM in Q4 2021 and held it in 1 quarter. The position peaked at $9K in Q4 2021. 860 funds tracked by Wall St. Rank hold SJM as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining J.M. Smucker position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 70 J.M. Smucker shares in Q1 2022, an estimated $9K.
  • Retirement Planning Company of New England first reported a position in J.M. Smucker in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's J.M. Smucker position peaked at $9K in Q4 2021.
  • 860 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.