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Sargent Bickham Lagudis’s J.M. Smucker SJM Stock Holding History

Sargent Bickham Lagudis’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
Q4 		$33.5K Buy
211
+42
+25% +$6.26K ﹤0.01% 508
2022
Q3 		$23K Hold
169
– – ﹤0.01% 547
2022
Q2 		$22K Hold
169
– – ﹤0.01% 576
2022
Q1 		$23K Hold
169
– – ﹤0.01% 582
2021
Q4 		$23K Buy
169
+1
+0.6% +$128 ﹤0.01% 579
2021
Q3 		$20K Hold
168
– – ﹤0.01% 600
2021
Q2 		$22K Hold
168
– – ﹤0.01% 596
2021
Q1 		$21K Hold
168
– – ﹤0.01% 578
2020
Q4 		$19K Sell
168
-38
-18% -$4.42K ﹤0.01% 563
2020
Q3 		$24K Hold
206
– – ﹤0.01% 482
2020
Q2 		$22K Buy
206
+1
+0.5% +$112 ﹤0.01% 474
2020
Q1 		$23K Hold
205
– – ﹤0.01% 447
2019
Q4 		$21K Hold
205
– – ﹤0.01% 518
2019
Q3 		$23K Hold
205
– – ﹤0.01% 454
2019
Q2 		$24K Buy
205
+1
+0.5% +$122 ﹤0.01% 467
2019
Q1 		$24K Hold
204
– – ﹤0.01% 490
2018
Q4 		$19K Hold
204
– – ﹤0.01% 495
2018
Q3 		$21K Buy
204
+1
+0.5% +$109 ﹤0.01% 493
2018
Q2 		$22K Sell
203
-353
-63% -$39.6K ﹤0.01% 476
2018
Q1 		$69K Sell
556
-194
-26% -$24.2K 0.01% 311
2017
Q4 		$93K Sell
750
-503
-40% -$55.9K 0.01% 286
2017
Q3 		$131K Sell
1,253
-99
-7% -$11.3K 0.02% 253
2017
Q2 		$160K Buy
1,352
+27
+2% +$3.41K 0.02% 223
2017
Q1 		$174K Buy
1,325
+34
+3% +$4.62K 0.02% 225
2016
Q4 		$165K Hold
1,291
– – 0.03% 218
2016
Q3 		$175K Hold
1,291
– – 0.03% 211
2016
Q2 		$197K Buy
1,291
+815
+171% +$108K 0.03% 205
2016
Q1 		$48K Buy
+476
New +$60K 0.01% 364

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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sargent Bickham Lagudis's SJM Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its J.M. Smucker (SJM) stake by 25% in Q4 2022, buying an estimated $6.26K and bringing the position to 211 shares worth $33.5K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

Sargent Bickham Lagudis first reported a position in SJM in Q1 2016 and has held it in 28 quarters since. The position peaked at $197K in Q2 2016. 925 funds tracked by Wall St. Rank hold SJM as of Q4 2022.

  • Sargent Bickham Lagudis held 211 shares of J.M. Smucker worth $33.5K as of Q4 2022.
  • Sargent Bickham Lagudis bought 42 J.M. Smucker shares in Q4 2022, an estimated $6.26K.
  • J.M. Smucker made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #508 holding.
  • Sargent Bickham Lagudis first reported a position in J.M. Smucker in Q1 2016 and has held it in 28 quarters since.
  • Sargent Bickham Lagudis's J.M. Smucker position peaked at $197K in Q2 2016.
  • 925 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.