Shore Point Advisors’s J.M. Smucker SJM Stock Holding History

Shore Point 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
2022 Q1	–	Sell	-200	Closed	-$27K	–	168
2021 Q4	$27K	Buy	+200	New	+$25.5K	0.02%	92

Other funds holding SJM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Shore Point Advisors's SJM Position: Q1 2022 in Review

Shore Point Advisors sold out of J.M. Smucker (SJM) in Q1 2022, closing a stake of 200 shares — an estimated $27K sold.

Shore Point Advisors first reported a position in SJM in Q4 2021 and held it in 1 quarter. The position peaked at $27K in Q4 2021. 859 funds tracked by Wall St. Rank hold SJM as of Q1 2022.

Shore Point Advisors reported no remaining J.M. Smucker position as of Q1 2022 after selling out during the quarter.
Shore Point Advisors sold 200 J.M. Smucker shares in Q1 2022, an estimated $27K.
Shore Point Advisors first reported a position in J.M. Smucker in Q4 2021 and held it in 1 quarter.
Shore Point Advisors's J.M. Smucker position peaked at $27K in Q4 2021.
859 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2022.

Based on Shore Point Advisors's 13F filing for Q1 2022, filed 26 Apr 2022.