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1834 Investment Advisors’s J.M. Smucker SJM Stock Holding History

1834 Investment Advisors’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
Q2 		– Sell
-1,524
Closed -$240K – 245
2023
Q1 		$240K Sell
1,524
-269
-15% -$40.9K 0.03% 226
2022
Q4 		$284K Sell
1,793
-79
-4% -$11.8K 0.04% 159
2022
Q3 		$257K Sell
1,872
-2,803
-60% -$382K 0.04% 170
2022
Q2 		$598K Sell
4,675
-1,414
-23% -$189K 0.08% 119
2022
Q1 		$824K Buy
6,089
+574
+10% +$78.2K 0.1% 117
2021
Q4 		$749K Buy
5,515
+565
+11% +$72.1K 0.08% 116
2021
Q3 		$594K Buy
4,950
+1,111
+29% +$141K 0.07% 126
2021
Q2 		$497K Buy
3,839
+298
+8% +$39.6K 0.06% 131
2021
Q1 		$448K Sell
3,541
-1,219
-26% -$144K 0.06% 135
2020
Q4 		$550K Buy
4,760
+168
+4% +$19.5K 0.07% 123
2020
Q3 		$530K Buy
4,592
+739
+19% +$82.4K 0.08% 115
2020
Q2 		$408K Buy
3,853
+2,215
+135% +$249K 0.06% 129
2020
Q1 		$182K Buy
1,638
+191
+13% +$20.4K 0.03% 179
2019
Q4 		$151K Buy
1,447
+946
+189% +$100K 0.02% 211
2019
Q3 		$55K Buy
+501
New +$55.8K 0.01% 266
2018
Q2 		– Sell
-53,082
Closed -$6.58M – 460
2018
Q1 		$6.58M Sell
53,082
-930
-2% -$116K 1.12% 32
2017
Q4 		$6.71M Buy
54,012
+2,458
+5% +$273K 1.06% 35
2017
Q3 		$5.41M Buy
51,554
+25,571
+98% +$2.92M 1.01% 38
2017
Q2 		$3.08M Buy
25,983
+2,402
+10% +$304K 0.58% 59
2017
Q1 		$3.09M Sell
23,581
-186
-0.8% -$25.3K 0.59% 56
2016
Q4 		$3.04M Buy
+23,767
New +$3.08M 0.61% 50

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

1834 Investment Advisors's SJM Position: Q2 2023 in Review

1834 Investment Advisors sold out of J.M. Smucker (SJM) in Q2 2023, closing a stake of 1,524 shares — an estimated $240K sold.

1834 Investment Advisors first reported a position in SJM in Q4 2016 and held it in 21 quarters. The position peaked at $6.71M in Q4 2017. 923 funds tracked by Wall St. Rank hold SJM as of Q2 2023.

  • 1834 Investment Advisors reported no remaining J.M. Smucker position as of Q2 2023 after selling out during the quarter.
  • 1834 Investment Advisors sold 1,524 J.M. Smucker shares in Q2 2023, an estimated $240K.
  • 1834 Investment Advisors first reported a position in J.M. Smucker in Q4 2016 and held it in 21 quarters.
  • 1834 Investment Advisors's J.M. Smucker position peaked at $6.71M in Q4 2017.
  • 923 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2023.

Based on 1834 Investment Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.