TCWP’s J.M. Smucker SJM Stock Holding History

TCWP’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
2022 Q2	–	Sell	-42,206	Closed	-$5.71M	–	1489
2022 Q1	$5.71M	Buy	+42,206	New	+$5.75M	1.04%	18

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

TCWP's SJM Position: Q2 2022 in Review

TCWP sold out of J.M. Smucker (SJM) in Q2 2022, closing a stake of 42,206 shares — an estimated $5.71M sold.

TCWP first reported a position in SJM in Q1 2022 and held it in 1 quarter. The position peaked at $5.71M in Q1 2022. 861 funds tracked by Wall St. Rank hold SJM as of Q2 2022.

TCWP reported no remaining J.M. Smucker position as of Q2 2022 after selling out during the quarter.
TCWP sold 42,206 J.M. Smucker shares in Q2 2022, an estimated $5.71M.
TCWP first reported a position in J.M. Smucker in Q1 2022 and held it in 1 quarter.
TCWP's J.M. Smucker position peaked at $5.71M in Q1 2022.
861 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.