Zhang Financial’s J.M. Smucker SJM Stock Holding History

Zhang Financial’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	-1,454	Closed	-$215K	–	250
2023 Q2	$215K	Buy	1,454 +16	+1%	+$2.44K	0.02%	233
2023 Q1	$226K	Hold	1,438	–	–	0.03%	217
2022 Q4	$228K	Buy	+1,438	New	+$214K	0.03%	210

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Zhang Financial's SJM Position: Q3 2023 in Review

Zhang Financial sold out of J.M. Smucker (SJM) in Q3 2023, closing a stake of 1,454 shares — an estimated $215K sold.

Zhang Financial first reported a position in SJM in Q4 2022 and held it in 3 quarters. The position peaked at $228K in Q4 2022. 883 funds tracked by Wall St. Rank hold SJM as of Q3 2023.

Zhang Financial reported no remaining J.M. Smucker position as of Q3 2023 after selling out during the quarter.
Zhang Financial sold 1,454 J.M. Smucker shares in Q3 2023, an estimated $215K.
Zhang Financial first reported a position in J.M. Smucker in Q4 2022 and held it in 3 quarters.
Zhang Financial's J.M. Smucker position peaked at $228K in Q4 2022.
883 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2023.

Based on Zhang Financial's 13F filing for Q3 2023, filed 11 Oct 2023.