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SteelPeak Wealth’s J.M. Smucker SJM Stock Holding History

SteelPeak Wealth’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
Q2 		– Sell
-14,737
Closed -$2.32M – 497
2023
Q1 		$2.32M Sell
14,737
-717
-5% -$109K 0.16% 103
2022
Q4 		$2.45M Buy
15,454
+2,215
+17% +$330K 0.18% 101
2022
Q3 		$1.82M Buy
+13,239
New +$1.8M 0.14% 122
2021
Q4 		– Sell
-3,056
Closed -$367K – 465
2021
Q3 		$367K Buy
+3,056
New +$389K 0.02% 293

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SteelPeak Wealth's SJM Position: Q2 2023 in Review

SteelPeak Wealth sold out of J.M. Smucker (SJM) in Q2 2023, closing a stake of 14,737 shares — an estimated $2.32M sold.

SteelPeak Wealth first reported a position in SJM in Q3 2021 and held it in 4 quarters. The position peaked at $2.45M in Q4 2022. 922 funds tracked by Wall St. Rank hold SJM as of Q2 2023.

  • SteelPeak Wealth reported no remaining J.M. Smucker position as of Q2 2023 after selling out during the quarter.
  • SteelPeak Wealth sold 14,737 J.M. Smucker shares in Q2 2023, an estimated $2.32M.
  • SteelPeak Wealth first reported a position in J.M. Smucker in Q3 2021 and held it in 4 quarters.
  • SteelPeak Wealth's J.M. Smucker position peaked at $2.45M in Q4 2022.
  • 922 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2023.

Based on SteelPeak Wealth's 13F filing for Q2 2023, filed 3 Aug 2023.