RTC
SJM icon

Riverview Trust Company’s J.M. Smucker SJM Stock Holding History

Riverview Trust Company’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
2023
Q3 		– Sell
-89
Closed -$13.1K – 711
2023
Q2 		$13.1K Hold
89
– – 0.01% 621
2023
Q1 		$14K Hold
89
– – 0.01% 532
2022
Q4 		$14K Buy
+89
New +$13.3K 0.01% 514

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Riverview Trust Company's SJM Position: Q3 2023 in Review

Riverview Trust Company sold out of J.M. Smucker (SJM) in Q3 2023, closing a stake of 89 shares — an estimated $13.1K sold.

Riverview Trust Company first reported a position in SJM in Q4 2022 and held it in 3 quarters. The position peaked at $14K in Q1 2023. 883 funds tracked by Wall St. Rank hold SJM as of Q3 2023.

  • Riverview Trust Company reported no remaining J.M. Smucker position as of Q3 2023 after selling out during the quarter.
  • Riverview Trust Company sold 89 J.M. Smucker shares in Q3 2023, an estimated $13.1K.
  • Riverview Trust Company first reported a position in J.M. Smucker in Q4 2022 and held it in 3 quarters.
  • Riverview Trust Company's J.M. Smucker position peaked at $14K in Q1 2023.
  • 883 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2023.

Based on Riverview Trust Company's 13F filing for Q3 2023, filed 17 Oct 2023.