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Warther Private Wealth’s J.M. Smucker SJM Stock Holding History

Warther Private 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
2023
Q3 		– Sell
-2,044
Closed -$302K – 70
2023
Q2 		$302K Sell
2,044
-36
-2% -$5.49K 0.21% 52
2023
Q1 		$327K Sell
2,080
-106
-5% -$16.1K 0.25% 54
2022
Q4 		$346K Hold
2,186
– – 0.26% 59
2022
Q3 		$300K Sell
2,186
-129
-6% -$17.6K 0.24% 67
2022
Q2 		$304K Sell
2,315
-66
-3% -$8.8K 0.22% 90
2022
Q1 		$327K Sell
2,381
-180
-7% -$24.5K 0.21% 104
2021
Q4 		$350K Buy
2,561
+1
+0% +$128 0.26% 87
2021
Q3 		$306K Buy
2,560
+412
+19% +$52.4K 0.27% 89
2021
Q2 		$279K Buy
+2,148
New +$285K 0.27% 88

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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

Warther Private Wealth's SJM Position: Q3 2023 in Review

Warther Private Wealth sold out of J.M. Smucker (SJM) in Q3 2023, closing a stake of 2,044 shares — an estimated $302K sold.

Warther Private Wealth first reported a position in SJM in Q2 2021 and held it in 9 quarters. The position peaked at $350K in Q4 2021. 883 funds tracked by Wall St. Rank hold SJM as of Q3 2023.

  • Warther Private Wealth reported no remaining J.M. Smucker position as of Q3 2023 after selling out during the quarter.
  • Warther Private Wealth sold 2,044 J.M. Smucker shares in Q3 2023, an estimated $302K.
  • Warther Private Wealth first reported a position in J.M. Smucker in Q2 2021 and held it in 9 quarters.
  • Warther Private Wealth's J.M. Smucker position peaked at $350K in Q4 2021.
  • 883 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2023.

Based on Warther Private Wealth's 13F filing for Q3 2023, filed 14 Nov 2023.