Syverson Strege & Co’s J.M. Smucker SJM Stock Holding History

Syverson Strege & Co’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	-16	Closed	-$2.52K	–	523
2023 Q1	$2.52K	Buy	+16	New	+$2.43K	﹤0.01%	441

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Syverson Strege & Co's SJM Position: Q2 2023 in Review

Syverson Strege & Co sold out of J.M. Smucker (SJM) in Q2 2023, closing a stake of 16 shares — an estimated $2.52K sold.

Syverson Strege & Co first reported a position in SJM in Q1 2023 and held it in 1 quarter. The position peaked at $2.52K in Q1 2023. 922 funds tracked by Wall St. Rank hold SJM as of Q2 2023.

Syverson Strege & Co reported no remaining J.M. Smucker position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 16 J.M. Smucker shares in Q2 2023, an estimated $2.52K.
Syverson Strege & Co first reported a position in J.M. Smucker in Q1 2023 and held it in 1 quarter.
Syverson Strege & Co's J.M. Smucker position peaked at $2.52K in Q1 2023.
922 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.