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Ropes Wealth Advisors’s J.M. Smucker SJM Stock Holding History

Ropes Wealth 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
2021
Q4 		– Sell
-2,654
Closed -$319K – 287
2021
Q3 		$319K Sell
2,654
-225
-8% -$28.6K 0.05% 220
2021
Q2 		$373K Buy
2,879
+115
+4% +$15.3K 0.06% 203
2021
Q1 		$378K Sell
2,764
-75
-3% -$8.85K 0.07% 186
2020
Q4 		$328K Sell
2,839
-780
-22% -$90.7K 0.05% 186
2020
Q3 		$418K Sell
3,619
-350
-9% -$39K 0.08% 153
2020
Q2 		$420K Buy
3,969
+90
+2% +$10.1K 0.09% 146
2020
Q1 		$431K Buy
3,879
+1,564
+68% +$167K 0.11% 129
2019
Q4 		$241K Buy
2,315
+90
+4% +$9.53K 0.05% 194
2019
Q3 		$245K Buy
2,225
+299
+16% +$33.3K 0.05% 200
2019
Q2 		$222K Buy
1,926
+85
+5% +$10.4K 0.05% 210
2019
Q1 		$214K Buy
1,841
+1,441
+360% +$151K 0.06% 210
2018
Q4 		$37K Sell
400
-200
-33% -$20.9K 0.01% 330
2018
Q3 		$62K Hold
600
– – 0.02% 319
2018
Q2 		$64K Hold
600
– – 0.02% 326
2018
Q1 		$74K Hold
600
– – 0.02% 295
2017
Q4 		$75K Hold
600
– – 0.02% 306
2017
Q3 		$63K Buy
600
+300
+100% +$34.3K 0.02% 306
2017
Q2 		$35K Sell
300
-300
-50% -$37.9K 0.01% 363
2017
Q1 		$79K Hold
600
– – 0.02% 283
2016
Q4 		$77K Buy
+600
New +$77.8K 0.02% 276

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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 $120B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $3.89B AUM 16.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ropes Wealth Advisors's SJM Position: Q4 2021 in Review

Ropes Wealth Advisors sold out of J.M. Smucker (SJM) in Q4 2021, closing a stake of 2,654 shares — an estimated $319K sold.

Ropes Wealth Advisors first reported a position in SJM in Q4 2016 and held it in 20 quarters. The position peaked at $431K in Q1 2020. 892 funds tracked by Wall St. Rank hold SJM as of Q4 2021.

  • Ropes Wealth Advisors reported no remaining J.M. Smucker position as of Q4 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 2,654 J.M. Smucker shares in Q4 2021, an estimated $319K.
  • Ropes Wealth Advisors first reported a position in J.M. Smucker in Q4 2016 and held it in 20 quarters.
  • Ropes Wealth Advisors's J.M. Smucker position peaked at $431K in Q1 2020.
  • 892 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2021.

Based on Ropes Wealth Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.