Sutton Wealth Advisors’s J.M. Smucker SJM Stock Holding History

Sutton Wealth 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	$31.7K	Hold	258	–	–	0.02%	288
2023 Q2	$38.1K	Hold	258	–	–	0.02%	263
2023 Q1	$40.6K	Sell	258 -1,100	-81%	-$167K	0.02%	223
2022 Q4	$215K	Hold	1,358	–	–	0.08%	163
2022 Q3	$187K	Hold	1,358	–	–	0.08%	175
2022 Q2	$174K	Hold	1,358	–	–	0.07%	180
2022 Q1	$184K	Hold	1,358	–	–	0.06%	189
2021 Q4	$184K	Hold	1,358	–	–	0.06%	188
2021 Q3	$163K	Sell	1,358 -31	-2%	-$3.94K	0.06%	195
2021 Q2	$180K	Hold	1,389	–	–	0.07%	185
2021 Q1	$176K	Hold	1,389	–	–	0.07%	180
2020 Q4	$161K	Sell	1,389 -44	-3%	-$5.11K	0.07%	183
2020 Q3	$166K	Buy	1,433 +3	+0.2%	+$334	0.08%	161
2020 Q2	$151K	Hold	1,430	–	–	0.08%	163
2020 Q1	$159K	Buy	1,430 +319	+29%	+$34.1K	0.1%	148
2019 Q4	$116K	Hold	1,111	–	–	0.06%	200
2019 Q3	$122K	Hold	1,111	–	–	0.07%	190
2019 Q2	$128K	Hold	1,111	–	–	0.07%	183
2019 Q1	$129K	Hold	1,111	–	–	0.08%	180
2018 Q4	$104K	Hold	1,111	–	–	0.07%	189
2018 Q3	$114K	Hold	1,111	–	–	0.07%	186
2018 Q2	$119K	Hold	1,111	–	–	0.08%	181
2018 Q1	$138K	Hold	1,111	–	–	0.1%	165
2017 Q4	$138K	Hold	1,111	–	–	0.1%	166
2017 Q3	$117K	Sell	1,111 -7	-0.6%	-$800	0.09%	179
2017 Q2	$132K	Buy	1,118 +7	+0.6%	+$885	0.1%	166
2017 Q1	$146K	Hold	1,111	–	–	0.12%	146
2016 Q4	$142K	Hold	1,111	–	–	0.13%	141
2016 Q3	$151K	Hold	1,111	–	–	0.14%	128
2016 Q2	$169K	Hold	1,111	–	–	0.16%	110
2016 Q1	$144K	Buy	+1,111	New	+$140K	0.14%	131

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

Sutton Wealth Advisors's SJM Position: Q3 2023 in Review

Sutton Wealth Advisors held its J.M. Smucker (SJM) position steady in Q3 2023 at 258 shares worth $31.7K. The position accounts for 0.02% of the portfolio, ranked #288.

Sutton Wealth Advisors first reported a position in SJM in Q1 2016 and has held it in 31 quarters since. The position peaked at $215K in Q4 2022. 884 funds tracked by Wall St. Rank hold SJM as of Q3 2023.

Sutton Wealth Advisors held 258 shares of J.M. Smucker worth $31.7K as of Q3 2023.
Sutton Wealth Advisors left its J.M. Smucker share count unchanged in Q3 2023.
J.M. Smucker made up 0.02% of Sutton Wealth Advisors's portfolio in Q3 2023, its #288 holding.
Sutton Wealth Advisors first reported a position in J.M. Smucker in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's J.M. Smucker position peaked at $215K in Q4 2022.
884 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.