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Tilia Fiduciary Partners’s J.M. Smucker SJM Stock Holding History

Tilia Fiduciary Partners’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
-454
Closed -$67K – 421
2023
Q2 		$67K Hold
454
– – 0.06% 176
2023
Q1 		$71.4K Hold
454
– – 0.07% 175
2022
Q4 		$71.9K Hold
454
– – 0.07% 168
2022
Q3 		$64K Hold
454
– – 0.06% 174
2022
Q2 		$60K Hold
454
– – 0.06% 189
2022
Q1 		$61K Hold
454
– – 0.05% 203
2021
Q4 		$62K Buy
+454
New +$57.9K 0.05% 202

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Tilia Fiduciary Partners's SJM Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of J.M. Smucker (SJM) in Q3 2023, closing a stake of 454 shares — an estimated $67K sold.

Tilia Fiduciary Partners first reported a position in SJM in Q4 2021 and held it in 7 quarters. The position peaked at $71.9K in Q4 2022. 884 funds tracked by Wall St. Rank hold SJM as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining J.M. Smucker position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 454 J.M. Smucker shares in Q3 2023, an estimated $67K.
  • Tilia Fiduciary Partners first reported a position in J.M. Smucker in Q4 2021 and held it in 7 quarters.
  • Tilia Fiduciary Partners's J.M. Smucker position peaked at $71.9K in Q4 2022.
  • 884 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.