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Washington Trust’s J.M. Smucker SJM Stock Holding History

Washington Trust’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
-17
Closed -$2K – 983
2021
Q4 		$2K Buy
+17
New +$2.17K ﹤0.01% 856
2021
Q3 		– Sell
-100
Closed -$13K – 1097
2021
Q2 		$13K Hold
100
– – ﹤0.01% 751
2021
Q1 		$13K Buy
+100
New +$11.8K ﹤0.01% 731
2020
Q2 		– Sell
-500
Closed -$56K – 983
2020
Q1 		$56K Buy
+500
New +$53.4K ﹤0.01% 378
2014
Q2 		– Sell
-4,804
Closed -$467K – 195
2014
Q1 		$467K Sell
4,804
-52,782
-92% -$5.13M 0.04% 139
2013
Q4 		$5.97M Buy
57,586
+540
+0.9% +$57.3K 0.45% 67
2013
Q3 		$5.99M Buy
57,046
+1,744
+3% +$189K 0.48% 65
2013
Q2 		$5.71M Buy
+55,302
New +$5.63M 0.48% 62

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Washington Trust's SJM Position: Q1 2022 in Review

Washington Trust sold out of J.M. Smucker (SJM) in Q1 2022, closing a stake of 17 shares — an estimated $2K sold.

Washington Trust first reported a position in SJM in Q2 2013 and held it in 8 quarters. The position peaked at $5.99M in Q3 2013. 860 funds tracked by Wall St. Rank hold SJM as of Q1 2022.

  • Washington Trust reported no remaining J.M. Smucker position as of Q1 2022 after selling out during the quarter.
  • Washington Trust sold 17 J.M. Smucker shares in Q1 2022, an estimated $2K.
  • Washington Trust first reported a position in J.M. Smucker in Q2 2013 and held it in 8 quarters.
  • Washington Trust's J.M. Smucker position peaked at $5.99M in Q3 2013.
  • 860 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2022.

Based on Washington Trust's 13F filing for Q1 2022, filed 5 May 2022.