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Altshuler Shaham’s J.M. Smucker SJM Stock Holding History

Altshuler Shaham’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
Q4 		– Sell
-192
Closed -$23.6K – 310
2023
Q3 		$23.6K Sell
192
-54
-22% -$7.67K ﹤0.01% 208
2023
Q2 		$36.3K Sell
246
-30
-11% -$4.58K ﹤0.01% 198
2023
Q1 		$43.4K Buy
+276
New +$41.9K ﹤0.01% 200
2021
Q2 		– Sell
-619
Closed -$78K – 724
2021
Q1 		$78K Sell
619
-208
-25% -$24.6K ﹤0.01% 247
2020
Q4 		$96K Sell
827
-161
-16% -$18.7K ﹤0.01% 219
2020
Q3 		$114K Sell
988
-246
-20% -$27.4K ﹤0.01% 171
2020
Q2 		$131K Buy
+1,234
New +$139K ﹤0.01% 151
2019
Q3 		– Sell
-10
Closed -$1K – 541
2019
Q2 		$1K Buy
+10
New +$1.22K ﹤0.01% 348

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Altshuler Shaham's SJM Position: Q4 2023 in Review

Altshuler Shaham sold out of J.M. Smucker (SJM) in Q4 2023, closing a stake of 192 shares — an estimated $23.6K sold.

Altshuler Shaham first reported a position in SJM in Q2 2019 and held it in 8 quarters. The position peaked at $131K in Q2 2020. 900 funds tracked by Wall St. Rank hold SJM as of Q4 2023.

  • Altshuler Shaham reported no remaining J.M. Smucker position as of Q4 2023 after selling out during the quarter.
  • Altshuler Shaham sold 192 J.M. Smucker shares in Q4 2023, an estimated $23.6K.
  • Altshuler Shaham first reported a position in J.M. Smucker in Q2 2019 and held it in 8 quarters.
  • Altshuler Shaham's J.M. Smucker position peaked at $131K in Q2 2020.
  • 900 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2023.

Based on Altshuler Shaham's 13F filing for Q4 2023, filed 7 Feb 2024.