Sunflower Bank’s J.M. Smucker SJM Stock Holding History

Sunflower Bank’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	-1,433	Closed	-$212K	–	113
2023 Q2	$212K	Hold	1,433	–	–	0.05%	108
2023 Q1	$226K	Sell	1,433 -17	-1%	-$2.58K	0.05%	105
2022 Q4	$230K	Buy	+1,450	New	+$216K	0.05%	105
2022 Q2	–	Sell	-1,558	Closed	-$211K	–	193
2022 Q1	$211K	Hold	1,558	–	–	0.03%	191
2021 Q4	$212K	Buy	+1,558	New	+$199K	0.03%	196
2021 Q3	–	Sell	-1,683	Closed	-$218K	–	213
2021 Q2	$218K	Hold	1,683	–	–	0.03%	201
2021 Q1	$213K	Buy	+1,683	New	+$199K	0.03%	197

Other funds holding SJM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sunflower Bank's SJM Position: Q3 2023 in Review

Sunflower Bank sold out of J.M. Smucker (SJM) in Q3 2023, closing a stake of 1,433 shares — an estimated $212K sold.

Sunflower Bank first reported a position in SJM in Q1 2021 and held it in 7 quarters. The position peaked at $230K in Q4 2022. 884 funds tracked by Wall St. Rank hold SJM as of Q3 2023.

Sunflower Bank reported no remaining J.M. Smucker position as of Q3 2023 after selling out during the quarter.
Sunflower Bank sold 1,433 J.M. Smucker shares in Q3 2023, an estimated $212K.
Sunflower Bank first reported a position in J.M. Smucker in Q1 2021 and held it in 7 quarters.
Sunflower Bank's J.M. Smucker position peaked at $230K in Q4 2022.
884 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2023.

Based on Sunflower Bank's 13F filing for Q3 2023, filed 16 Oct 2023.