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AGF Investments LLC’s J.M. Smucker SJM Stock Holding History

AGF Investments LLC’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
Q3 		$1.63M Buy
11,840
+4,307
+57% +$587K 0.15% 61
2022
Q2 		$964K Buy
7,533
+1,267
+20% +$169K 0.09% 85
2022
Q1 		$848K Sell
6,266
-146
-2% -$19.9K 0.07% 161
2021
Q4 		$871K Buy
6,412
+1,532
+31% +$195K 0.07% 98
2021
Q3 		$586K Buy
4,880
+87
+2% +$11.1K 0.06% 173
2021
Q2 		$621K Sell
4,793
-1,037
-18% -$138K 0.06% 132
2021
Q1 		$738K Sell
5,830
-557
-9% -$65.7K 0.09% 65
2020
Q4 		$738K Sell
6,387
-4,950
-44% -$575K 0.09% 211
2020
Q3 		$1.31M Buy
11,337
+484
+4% +$54K 0.15% 144
2020
Q2 		$1.15M Sell
10,853
-438
-4% -$49.2K 0.12% 226
2020
Q1 		$1.25M Buy
11,291
+2,951
+35% +$315K 0.16% 77
2019
Q4 		$868K Buy
8,340
+3,918
+89% +$415K 0.16% 230
2019
Q3 		$487K Buy
4,422
+2,036
+85% +$227K 0.11% 196
2019
Q2 		$275K Buy
2,386
+107
+5% +$13.1K 0.06% 344
2019
Q1 		$266K Sell
2,279
-3,889
-63% -$406K 0.06% 168
2018
Q4 		$577K Buy
6,168
+307
+5% +$32.1K 0.08% 215
2018
Q3 		$601K Buy
5,861
+1,024
+21% +$112K 0.08% 223
2018
Q2 		$520 Buy
4,837
+1,247
+35% +$140K 0.06% 237
2018
Q1 		$448K Sell
3,590
-996
-22% -$124K 0.08% 201
2017
Q4 		$570K Buy
4,586
+907
+25% +$101K 0.1% 123
2017
Q3 		$386K Sell
3,679
-566
-13% -$64.7K 0.09% 129
2017
Q2 		$502K Buy
4,245
+255
+6% +$32.2K 0.12% 113
2017
Q1 		$524K Buy
3,990
+73
+2% +$9.92K 0.13% 105
2016
Q4 		$502K Buy
+3,917
New +$508K 0.13% 107

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AGF Investments LLC's SJM Position: Q3 2022 in Review

AGF Investments LLC increased its J.M. Smucker (SJM) stake by 57% in Q3 2022, buying an estimated $587K and bringing the position to 11,840 shares worth $1.63M. The position accounts for 0.15% of the portfolio, ranked #61.

AGF Investments LLC first reported a position in SJM in Q4 2016 and has held it in 24 quarters since. 882 funds tracked by Wall St. Rank hold SJM as of Q3 2022.

  • AGF Investments LLC held 11,840 shares of J.M. Smucker worth $1.63M as of Q3 2022.
  • AGF Investments LLC bought 4,307 J.M. Smucker shares in Q3 2022, an estimated $587K.
  • J.M. Smucker made up 0.15% of AGF Investments LLC's portfolio in Q3 2022, its #61 holding.
  • AGF Investments LLC first reported a position in J.M. Smucker in Q4 2016 and has held it in 24 quarters since.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2022.

Based on AGF Investments LLC's 13F filing for Q3 2022, filed 10 Nov 2022.