SWM
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Selective Wealth Management’s J.M. Smucker SJM Stock Holding History

Selective Wealth Management’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 		– Sell
-102
Closed -$14K – 624
2022
Q3 		$14K Hold
102
– – 0.01% 477
2022
Q2 		$13K Hold
102
– – ﹤0.01% 531
2022
Q1 		$14K Hold
102
– – 0.01% 493
2021
Q4 		$14K Hold
102
– – 0.01% 457
2021
Q3 		$12K Hold
102
– – 0.01% 417
2021
Q2 		$13K Buy
102
+2
+2% +$266 0.01% 313
2021
Q1 		$13K Buy
+100
New +$11.8K 0.01% 230

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

Selective Wealth Management's SJM Position: Q4 2022 in Review

Selective Wealth Management sold out of J.M. Smucker (SJM) in Q4 2022, closing a stake of 102 shares — an estimated $14K sold.

Selective Wealth Management first reported a position in SJM in Q1 2021 and held it in 7 quarters. The position peaked at $14K in Q3 2022. 925 funds tracked by Wall St. Rank hold SJM as of Q4 2022.

  • Selective Wealth Management reported no remaining J.M. Smucker position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 102 J.M. Smucker shares in Q4 2022, an estimated $14K.
  • Selective Wealth Management first reported a position in J.M. Smucker in Q1 2021 and held it in 7 quarters.
  • Selective Wealth Management's J.M. Smucker position peaked at $14K in Q3 2022.
  • 925 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.