Snowden Capital Advisors’s J.M. Smucker SJM Stock Holding History

Snowden Capital 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
2023 Q3	–	Sell	-1,364	Closed	-$201K	–	1178
2023 Q2	$201K	Buy	1,364 +15	+1%	+$2.29K	0.01%	1106
2023 Q1	$212K	Buy	+1,349	New	+$205K	0.01%	1059
2022 Q1	–	Sell	-786	Closed	-$106K	–	1900
2021 Q4	$106K	Buy	+786	New	+$100K	0.01%	822

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Snowden Capital Advisors's SJM Position: Q3 2023 in Review

Snowden Capital Advisors sold out of J.M. Smucker (SJM) in Q3 2023, closing a stake of 1,364 shares — an estimated $201K sold.

Snowden Capital Advisors first reported a position in SJM in Q4 2021 and held it in 3 quarters. The position peaked at $212K in Q1 2023. 883 funds tracked by Wall St. Rank hold SJM as of Q3 2023.

Snowden Capital Advisors reported no remaining J.M. Smucker position as of Q3 2023 after selling out during the quarter.
Snowden Capital Advisors sold 1,364 J.M. Smucker shares in Q3 2023, an estimated $201K.
Snowden Capital Advisors first reported a position in J.M. Smucker in Q4 2021 and held it in 3 quarters.
Snowden Capital Advisors's J.M. Smucker position peaked at $212K in Q1 2023.
883 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2023.

Based on Snowden Capital Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.