AM
SJM icon

AGF Management’s J.M. Smucker SJM Stock Holding History

AGF Management’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
2024
Q1 		– Sell
-25,546
Closed -$3.23M – 761
2023
Q4 		$3.23M Buy
25,546
+3,878
+18% +$449K 0.02% 328
2023
Q3 		$2.66M Sell
21,668
-1,624
-7% -$231K 0.02% 451
2023
Q2 		$3.44M Sell
23,292
-269
-1% -$41K 0.03% 387
2023
Q1 		$3.71M Buy
23,561
+885
+4% +$134K 0.03% 304
2022
Q4 		$3.59M Buy
+22,676
New +$3.38M 0.03% 318

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AGF Management's SJM Position: Q1 2024 in Review

AGF Management sold out of J.M. Smucker (SJM) in Q1 2024, closing a stake of 25,546 shares — an estimated $3.23M sold.

AGF Management first reported a position in SJM in Q4 2022 and held it in 5 quarters. The position peaked at $3.71M in Q1 2023. 883 funds tracked by Wall St. Rank hold SJM as of Q1 2024.

  • AGF Management reported no remaining J.M. Smucker position as of Q1 2024 after selling out during the quarter.
  • AGF Management sold 25,546 J.M. Smucker shares in Q1 2024, an estimated $3.23M.
  • AGF Management first reported a position in J.M. Smucker in Q4 2022 and held it in 5 quarters.
  • AGF Management's J.M. Smucker position peaked at $3.71M in Q1 2023.
  • 883 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2024.

Based on AGF Management's 13F filing for Q1 2024, filed 13 May 2024.