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Arjuna Capital’s J.M. Smucker SJM Stock Holding History

Arjuna Capital’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
Q3 		– Sell
-8,445
Closed -$1.25M – 104
2023
Q2 		$1.25M Sell
8,445
-180
-2% -$27.5K 0.44% 59
2023
Q1 		$1.36M Sell
8,625
-12,485
-59% -$1.9M 0.53% 56
2022
Q4 		$3.35M Buy
21,110
+346
+2% +$51.5K 1.54% 19
2022
Q3 		$2.85M Sell
20,764
-5,562
-21% -$758K 1.4% 23
2022
Q2 		$3.37M Buy
26,326
+9,791
+59% +$1.31M 1.63% 20
2022
Q1 		$2.24M Buy
+16,535
New +$2.25M 0.93% 30
2021
Q3 		– Sell
-12,641
Closed -$1.64M – 132
2021
Q2 		$1.64M Buy
+12,641
New +$1.68M 0.71% 45
2020
Q1 		– Sell
-2,163
Closed -$225K – 94
2019
Q4 		$225K Sell
2,163
-5,886
-73% -$623K 0.16% 83
2019
Q3 		$886K Buy
8,049
+282
+4% +$31.4K 0.76% 42
2019
Q2 		$895K Buy
7,767
+26
+0.3% +$3.17K 0.64% 50
2019
Q1 		$902K Buy
7,741
+648
+9% +$67.7K 0.7% 51
2018
Q4 		$663K Sell
7,093
-293
-4% -$30.6K 0.6% 52
2018
Q3 		$758K Sell
7,386
-4,971
-40% -$543K 0.57% 57
2018
Q2 		$1.33M Buy
12,357
+222
+2% +$24.9K 1.08% 36
2018
Q1 		$1.5M Buy
+12,135
New +$1.52M 1.27% 33

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Arjuna Capital's SJM Position: Q3 2023 in Review

Arjuna Capital sold out of J.M. Smucker (SJM) in Q3 2023, closing a stake of 8,445 shares — an estimated $1.25M sold.

Arjuna Capital first reported a position in SJM in Q1 2018 and held it in 15 quarters. The position peaked at $3.37M in Q2 2022. 883 funds tracked by Wall St. Rank hold SJM as of Q3 2023.

  • Arjuna Capital reported no remaining J.M. Smucker position as of Q3 2023 after selling out during the quarter.
  • Arjuna Capital sold 8,445 J.M. Smucker shares in Q3 2023, an estimated $1.25M.
  • Arjuna Capital first reported a position in J.M. Smucker in Q1 2018 and held it in 15 quarters.
  • Arjuna Capital's J.M. Smucker position peaked at $3.37M in Q2 2022.
  • 883 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2023.

Based on Arjuna Capital's 13F filing for Q3 2023, filed 9 Nov 2023.