Valley Wealth Managers’s J.M. Smucker SJM Stock Holding History

Valley Wealth Managers’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 Q4	–	Sell	-50	Closed	-$7K	–	444
2022 Q3	$7K	Buy	+50	New	+$6.81K	﹤0.01%	339

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Valley Wealth Managers's SJM Position: Q4 2022 in Review

Valley Wealth Managers sold out of J.M. Smucker (SJM) in Q4 2022, closing a stake of 50 shares — an estimated $7K sold.

Valley Wealth Managers first reported a position in SJM in Q3 2022 and held it in 1 quarter. The position peaked at $7K in Q3 2022. 925 funds tracked by Wall St. Rank hold SJM as of Q4 2022.

Valley Wealth Managers reported no remaining J.M. Smucker position as of Q4 2022 after selling out during the quarter.
Valley Wealth Managers sold 50 J.M. Smucker shares in Q4 2022, an estimated $7K.
Valley Wealth Managers first reported a position in J.M. Smucker in Q3 2022 and held it in 1 quarter.
Valley Wealth Managers's J.M. Smucker position peaked at $7K in Q3 2022.
925 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2022.

Based on Valley Wealth Managers's 13F filing for Q4 2022, filed 1 Feb 2023.