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Roosevelt Investment Group’s J.M. Smucker SJM Stock Holding History

Roosevelt Investment 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 		$300K Buy
2,186
+64
+3% +$8.72K 0.02% 224
2022
Q2 		$272K Buy
2,122
+69
+3% +$9.2K 0.02% 234
2022
Q1 		$278K Buy
+2,053
New +$280K 0.02% 244

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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Roosevelt Investment Group's SJM Position: Q3 2022 in Review

Roosevelt Investment Group increased its J.M. Smucker (SJM) stake by 3% in Q3 2022, buying an estimated $8.72K and bringing the position to 2,186 shares worth $300K. The position accounts for 0.02% of the portfolio, ranked #224.

Roosevelt Investment Group first reported a position in SJM in Q1 2022 and has held it in 3 quarters since. 881 funds tracked by Wall St. Rank hold SJM as of Q3 2022.

  • Roosevelt Investment Group held 2,186 shares of J.M. Smucker worth $300K as of Q3 2022.
  • Roosevelt Investment Group bought 64 J.M. Smucker shares in Q3 2022, an estimated $8.72K.
  • J.M. Smucker made up 0.02% of Roosevelt Investment Group's portfolio in Q3 2022, its #224 holding.
  • Roosevelt Investment Group first reported a position in J.M. Smucker in Q1 2022 and has held it in 3 quarters since.
  • 881 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2022.

Based on Roosevelt Investment Group's 13F filing for Q3 2022, filed 19 Oct 2022.