Transform Wealth’s J.M. Smucker SJM Stock Holding History

Transform Wealth’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 Q1	–	Sell	-12,124	Closed	-$1.65M	–	229
2021 Q4	$1.65M	Sell	12,124 -726	-6%	-$92.6K	0.17%	91
2021 Q3	$1.54M	Sell	12,850 -1,346	-9%	-$171K	0.18%	96
2021 Q2	$1.84M	Buy	14,196 +10,558	+290%	+$1.4M	0.22%	98
2021 Q1	$460K	Sell	3,638 -9,061	-71%	-$1.07M	0.09%	164
2020 Q4	$1.47M	Buy	+12,699	New	+$1.48M	0.31%	84

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Transform Wealth's SJM Position: Q1 2022 in Review

Transform Wealth sold out of J.M. Smucker (SJM) in Q1 2022, closing a stake of 12,124 shares — an estimated $1.65M sold.

Transform Wealth first reported a position in SJM in Q4 2020 and held it in 5 quarters. The position peaked at $1.84M in Q2 2021. 860 funds tracked by Wall St. Rank hold SJM as of Q1 2022.

Transform Wealth reported no remaining J.M. Smucker position as of Q1 2022 after selling out during the quarter.
Transform Wealth sold 12,124 J.M. Smucker shares in Q1 2022, an estimated $1.65M.
Transform Wealth first reported a position in J.M. Smucker in Q4 2020 and held it in 5 quarters.
Transform Wealth's J.M. Smucker position peaked at $1.84M in Q2 2021.
860 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2022.

Based on Transform Wealth's 13F filing for Q1 2022, filed 25 Apr 2022.