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

Wealth Quarterback’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
2021
Q3 		$1K Buy
361
+358
+11,933% +$45.5K ﹤0.01% 806
2021
Q2 		$0 Buy
+3
New +$398 ﹤0.01% 851
2020
Q2 		– Sell
-3
Closed -$333 – 652
2020
Q1 		$333 Sell
3
-21,783
-100% -$2.33M ﹤0.01% 912
2019
Q4 		$545 Buy
+21,786
New +$2.31M ﹤0.01% 906

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Wealth Quarterback's SJM Position: Q3 2021 in Review

Wealth Quarterback increased its J.M. Smucker (SJM) stake by 11,933% in Q3 2021, buying an estimated $45.5K and bringing the position to 361 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #806.

Wealth Quarterback first reported a position in SJM in Q4 2019 and has held it in 4 quarters since. 812 funds tracked by Wall St. Rank hold SJM as of Q3 2021.

  • Wealth Quarterback held 361 shares of J.M. Smucker worth $1K as of Q3 2021.
  • Wealth Quarterback bought 358 J.M. Smucker shares in Q3 2021, an estimated $45.5K.
  • J.M. Smucker made up ﹤0.01% of Wealth Quarterback's portfolio in Q3 2021, its #806 holding.
  • Wealth Quarterback first reported a position in J.M. Smucker in Q4 2019 and has held it in 4 quarters since.
  • 812 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.