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Steward Financial Group’s J.M. Smucker SJM Stock Holding History

Steward Financial Group’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 		$4K Buy
+38
New +$5.4K ﹤0.01% 763
2022
Q3 		– Sell
-34
Closed -$4K – 1115
2022
Q2 		$4K Buy
+34
New +$4.53K ﹤0.01% 400

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Steward Financial Group's SJM Position: Q3 2023 in Review

Steward Financial Group opened a new position in J.M. Smucker (SJM) in Q3 2023: 38 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #763 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in SJM as recently as Q2 2022.

Steward Financial Group first reported a position in SJM in Q2 2022 and has held it in 2 quarters since. 883 funds tracked by Wall St. Rank hold SJM as of Q3 2023.

  • Steward Financial Group held 38 shares of J.M. Smucker worth $4K as of Q3 2023.
  • J.M. Smucker was a new Steward Financial Group position in Q3 2023.
  • J.M. Smucker made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #763 holding.
  • Steward Financial Group first reported a position in J.M. Smucker in Q2 2022 and has held it in 2 quarters since.
  • 883 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.