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Arlington Partners’s J.M. Smucker SJM Stock Holding History

Arlington Partners’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
-5
Closed -$615 – 369
2023
Q3 		$615 Hold
5
– – ﹤0.01% 319
2023
Q2 		$738 Hold
5
– – ﹤0.01% 580
2023
Q1 		$787 Buy
+5
New +$759 ﹤0.01% 543
2021
Q3 		– Sell
-20
Closed -$3K – 405
2021
Q2 		$3K Hold
20
– – ﹤0.01% 304
2021
Q1 		$3K Buy
+20
New +$2.36K ﹤0.01% 369

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

Arlington Partners's SJM Position: Q4 2023 in Review

Arlington Partners sold out of J.M. Smucker (SJM) in Q4 2023, closing a stake of 5 shares — an estimated $615 sold.

Arlington Partners first reported a position in SJM in Q1 2021 and held it in 5 quarters. The position peaked at $3K in Q2 2021. 900 funds tracked by Wall St. Rank hold SJM as of Q4 2023.

  • Arlington Partners reported no remaining J.M. Smucker position as of Q4 2023 after selling out during the quarter.
  • Arlington Partners sold 5 J.M. Smucker shares in Q4 2023, an estimated $615.
  • Arlington Partners first reported a position in J.M. Smucker in Q1 2021 and held it in 5 quarters.
  • Arlington Partners's J.M. Smucker position peaked at $3K in Q2 2021.
  • 900 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2023.

Based on Arlington Partners's 13F filing for Q4 2023, filed 24 Jan 2024.