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Richwood Investment Advisors’s J.M. Smucker SJM Stock Holding History

Richwood Investment 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
Q1 		– Sell
-430
Closed -$58K – 223
2021
Q4 		$58K Buy
+430
New +$54.8K 0.05% 160

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Richwood Investment Advisors's SJM Position: Q1 2022 in Review

Richwood Investment Advisors sold out of J.M. Smucker (SJM) in Q1 2022, closing a stake of 430 shares — an estimated $58K sold.

Richwood Investment Advisors first reported a position in SJM in Q4 2021 and held it in 1 quarter. The position peaked at $58K in Q4 2021. 859 funds tracked by Wall St. Rank hold SJM as of Q1 2022.

  • Richwood Investment Advisors reported no remaining J.M. Smucker position as of Q1 2022 after selling out during the quarter.
  • Richwood Investment Advisors sold 430 J.M. Smucker shares in Q1 2022, an estimated $58K.
  • Richwood Investment Advisors first reported a position in J.M. Smucker in Q4 2021 and held it in 1 quarter.
  • Richwood Investment Advisors's J.M. Smucker position peaked at $58K in Q4 2021.
  • 859 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2022.

Based on Richwood Investment Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.