Tempus Wealth Planning’s J.M. Smucker SJM Stock Holding History

Tempus Wealth Planning’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	-3,715	Closed	-$549K	–	188
2023 Q2	$549K	Sell	3,715 -637	-15%	-$97.2K	0.25%	101
2023 Q1	$685K	Sell	4,352 -851	-16%	-$129K	0.33%	76
2022 Q4	$824K	Buy	5,203 +296	+6%	+$44.1K	0.5%	60
2022 Q3	$674K	Buy	4,907 +219	+5%	+$29.8K	0.45%	64
2022 Q2	$600K	Sell	4,688 -42	-0.9%	-$5.6K	0.49%	57
2022 Q1	$640K	Sell	4,730 -281	-6%	-$38.3K	0.46%	57
2021 Q4	$681K	Buy	5,011 +57	+1%	+$7.27K	0.37%	76
2021 Q3	$595K	Buy	4,954 +455	+10%	+$57.8K	0.34%	79
2021 Q2	$583K	Buy	+4,499	New	+$597K	0.39%	75

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

Tempus Wealth Planning's SJM Position: Q3 2023 in Review

Tempus Wealth Planning sold out of J.M. Smucker (SJM) in Q3 2023, closing a stake of 3,715 shares — an estimated $549K sold.

Tempus Wealth Planning first reported a position in SJM in Q2 2021 and held it in 9 quarters. The position peaked at $824K in Q4 2022. 884 funds tracked by Wall St. Rank hold SJM as of Q3 2023.

Tempus Wealth Planning reported no remaining J.M. Smucker position as of Q3 2023 after selling out during the quarter.
Tempus Wealth Planning sold 3,715 J.M. Smucker shares in Q3 2023, an estimated $549K.
Tempus Wealth Planning first reported a position in J.M. Smucker in Q2 2021 and held it in 9 quarters.
Tempus Wealth Planning's J.M. Smucker position peaked at $824K in Q4 2022.
884 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2023.

Based on Tempus Wealth Planning's 13F filing for Q3 2023, filed 1 Nov 2023.