TD Ameritrade Investment Management’s J.M. Smucker SJM Stock Holding History

TD Ameritrade Investment Management’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	-24	Closed	-$4K	–	401
2023 Q2	$4K	Sell	24 -943	-98%	-$144K	﹤0.01%	418
2023 Q1	$152K	Sell	967 -305	-24%	-$46.3K	﹤0.01%	194
2022 Q4	$202K	Sell	1,272 -401	-24%	-$59.7K	﹤0.01%	193
2022 Q3	$230K	Buy	+1,673	New	+$228K	﹤0.01%	199
2021 Q4	–	Sell	-59	Closed	-$7K	–	701
2021 Q3	$7K	Buy	+59	New	+$7.5K	﹤0.01%	491
2020 Q4	–	Sell	-59	Closed	-$7K	–	657
2020 Q3	$7K	Buy	+59	New	+$6.58K	﹤0.01%	491
2019 Q1	–	Sell	-126	Closed	-$12K	–	618
2018 Q4	$12K	Sell	126 -180	-59%	-$18.8K	﹤0.01%	332
2018 Q3	$31K	Buy	306 +286	+1,430%	+$31.2K	﹤0.01%	246
2018 Q2	$2K	Buy	+20	New	+$2.25K	﹤0.01%	373

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

TD Ameritrade Investment Management's SJM Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of J.M. Smucker (SJM) in Q3 2023, closing a stake of 24 shares — an estimated $4K sold.

TD Ameritrade Investment Management first reported a position in SJM in Q2 2018 and held it in 9 quarters. The position peaked at $230K in Q3 2022. 883 funds tracked by Wall St. Rank hold SJM as of Q3 2023.

TD Ameritrade Investment Management reported no remaining J.M. Smucker position as of Q3 2023 after selling out during the quarter.
TD Ameritrade Investment Management sold 24 J.M. Smucker shares in Q3 2023, an estimated $4K.
TD Ameritrade Investment Management first reported a position in J.M. Smucker in Q2 2018 and held it in 9 quarters.
TD Ameritrade Investment Management's J.M. Smucker position peaked at $230K in Q3 2022.
883 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.