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Artha Asset Management’s J.M. Smucker SJM Stock Holding History

Artha Asset 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
2022
Q3 		$4.75M Sell
34,560
-46,440
-57% -$6.33M 5.26% 8
2022
Q2 		$10.4M Buy
+81,000
New +$10.8M 9.55% 4

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 $3.37T AUM 44.26% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Artha Asset Management's SJM Position: Q3 2022 in Review

Artha Asset Management reduced its J.M. Smucker (SJM) stake by 57% in Q3 2022, selling an estimated $6.33M and leaving 34,560 shares worth $4.75M. The position accounts for 5.26% of the portfolio, ranked #8.

Artha Asset Management first reported a position in SJM in Q2 2022 and has held it in 2 quarters since. The position peaked at $10.4M in Q2 2022. 883 funds tracked by Wall St. Rank hold SJM as of Q3 2022.

  • Artha Asset Management held 34,560 shares of J.M. Smucker worth $4.75M as of Q3 2022.
  • Artha Asset Management sold 46,440 J.M. Smucker shares in Q3 2022, an estimated $6.33M.
  • J.M. Smucker made up 5.26% of Artha Asset Management's portfolio in Q3 2022, its #8 holding.
  • Artha Asset Management first reported a position in J.M. Smucker in Q2 2022 and has held it in 2 quarters since.
  • Artha Asset Management's J.M. Smucker position peaked at $10.4M in Q2 2022.
  • 883 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2022.

Based on Artha Asset Management's 13F filing for Q3 2022, filed 14 Nov 2022.