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Atalanta Sosnoff Capital’s J.M. Smucker SJM Stock Holding History

Atalanta Sosnoff 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
-1,515
Closed -$224K – 107
2023
Q2 		$224K Hold
1,515
– – 0.01% 96
2023
Q1 		$238K Sell
1,515
-69
-4% -$10.5K 0.01% 105
2022
Q4 		$251K Sell
1,584
-305
-16% -$45.4K 0.01% 98
2022
Q3 		$260K Buy
+1,889
New +$257K 0.01% 82
2020
Q2 		– Sell
-39,908
Closed -$4.43M – 109
2020
Q1 		$4.43M Buy
+39,908
New +$4.27M 0.16% 72

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

Atalanta Sosnoff Capital's SJM Position: Q3 2023 in Review

Atalanta Sosnoff Capital sold out of J.M. Smucker (SJM) in Q3 2023, closing a stake of 1,515 shares — an estimated $224K sold.

Atalanta Sosnoff Capital first reported a position in SJM in Q1 2020 and held it in 5 quarters. The position peaked at $4.43M in Q1 2020. 883 funds tracked by Wall St. Rank hold SJM as of Q3 2023.

  • Atalanta Sosnoff Capital reported no remaining J.M. Smucker position as of Q3 2023 after selling out during the quarter.
  • Atalanta Sosnoff Capital sold 1,515 J.M. Smucker shares in Q3 2023, an estimated $224K.
  • Atalanta Sosnoff Capital first reported a position in J.M. Smucker in Q1 2020 and held it in 5 quarters.
  • Atalanta Sosnoff Capital's J.M. Smucker position peaked at $4.43M in Q1 2020.
  • 883 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2023.

Based on Atalanta Sosnoff Capital's 13F filing for Q3 2023, filed 13 Nov 2023.