Security National Trust’s J.M. Smucker SJM Stock Holding History

Security National Trust’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 Q3	$1K	Hold	8	–	–	﹤0.01%	390
2021 Q2	$1K	Hold	8	–	–	﹤0.01%	402
2021 Q1	$1K	Hold	8	–	–	﹤0.01%	387
2020 Q4	$1K	Hold	8	–	–	﹤0.01%	404
2020 Q3	$1K	Hold	8	–	–	﹤0.01%	405
2020 Q2	$1K	Hold	8	–	–	﹤0.01%	402
2020 Q1	$1K	Hold	8	–	–	﹤0.01%	466
2019 Q4	$1K	Hold	8	–	–	﹤0.01%	433
2019 Q3	$1K	Hold	8	–	–	﹤0.01%	358
2019 Q2	$1K	Hold	8	–	–	﹤0.01%	367
2019 Q1	$1K	Hold	8	–	–	﹤0.01%	369
2018 Q4	$1K	Hold	8	–	–	﹤0.01%	363
2018 Q3	$1K	Hold	8	–	–	﹤0.01%	374
2018 Q2	$1K	Hold	8	–	–	﹤0.01%	386
2018 Q1	$1K	Hold	8	–	–	﹤0.01%	383
2017 Q4	$1K	Hold	8	–	–	﹤0.01%	384
2017 Q3	$1K	Hold	8	–	–	﹤0.01%	392
2017 Q2	$1K	Sell	8 -4	-33%	-$505	﹤0.01%	407
2017 Q1	$2K	Hold	12	–	–	﹤0.01%	414
2016 Q4	$2K	Hold	12	–	–	﹤0.01%	417
2016 Q3	$2K	Hold	12	–	–	﹤0.01%	442
2016 Q2	$2K	Hold	12	–	–	﹤0.01%	440
2016 Q1	$2K	Hold	12	–	–	﹤0.01%	443
2015 Q4	$1K	Hold	12	–	–	﹤0.01%	474
2015 Q3	$1K	Hold	12	–	–	﹤0.01%	458
2015 Q2	$1K	Hold	12	–	–	﹤0.01%	470
2015 Q1	$1K	Hold	12	–	–	﹤0.01%	470
2014 Q4	$1K	Hold	12	–	–	﹤0.01%	500
2014 Q3	$1K	Sell	12 -52	-81%	-$5.34K	﹤0.01%	508
2014 Q2	$7K	Hold	64	–	–	﹤0.01%	445
2014 Q1	$6K	Hold	64	–	–	﹤0.01%	451
2013 Q4	$7K	Buy	64 +52	+433%	+$5.51K	﹤0.01%	441
2013 Q3	$1K	Sell	12 -3	-20%	-$325	﹤0.01%	517
2013 Q2	$2K	Buy	+15	New	+$1.53K	﹤0.01%	481

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Security National Trust's SJM Position: Q3 2021 in Review

Security National Trust held its J.M. Smucker (SJM) position steady in Q3 2021 at 8 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #390.

Security National Trust first reported a position in SJM in Q2 2013 and has held it in 34 quarters since. The position peaked at $7K in Q2 2014. 813 funds tracked by Wall St. Rank hold SJM as of Q3 2021.

Security National Trust held 8 shares of J.M. Smucker worth $1K as of Q3 2021.
Security National Trust left its J.M. Smucker share count unchanged in Q3 2021.
J.M. Smucker made up ﹤0.01% of Security National Trust's portfolio in Q3 2021, its #390 holding.
Security National Trust first reported a position in J.M. Smucker in Q2 2013 and has held it in 34 quarters since.
Security National Trust's J.M. Smucker position peaked at $7K in Q2 2014.
813 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2021.

Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.