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AlphaCentric Advisors’s J.M. Smucker SJM Stock Holding History

AlphaCentric 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
2024
Q2 		– Sell
-1,196
Closed -$151K – 252
2024
Q1 		$151K Sell
1,196
-102
-8% -$12.9K 0.09% 147
2023
Q4 		$164K Sell
1,298
-178
-12% -$20.6K 0.11% 130
2023
Q3 		$181K Sell
1,476
-48
-3% -$6.82K 0.1% 158
2023
Q2 		$225K Buy
+1,524
New +$232K 0.12% 140

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AlphaCentric Advisors's SJM Position: Q2 2024 in Review

AlphaCentric Advisors sold out of J.M. Smucker (SJM) in Q2 2024, closing a stake of 1,196 shares — an estimated $151K sold.

AlphaCentric Advisors first reported a position in SJM in Q2 2023 and held it in 4 quarters. The position peaked at $225K in Q2 2023. 851 funds tracked by Wall St. Rank hold SJM as of Q2 2024.

  • AlphaCentric Advisors reported no remaining J.M. Smucker position as of Q2 2024 after selling out during the quarter.
  • AlphaCentric Advisors sold 1,196 J.M. Smucker shares in Q2 2024, an estimated $151K.
  • AlphaCentric Advisors first reported a position in J.M. Smucker in Q2 2023 and held it in 4 quarters.
  • AlphaCentric Advisors's J.M. Smucker position peaked at $225K in Q2 2023.
  • 851 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2024.

Based on AlphaCentric Advisors's 13F filing for Q2 2024, filed 25 Jul 2024.