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

Autus 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 Q4	$475K	Hold	3,000	–	–	0.09%	107
2022 Q3	$412K	Hold	3,000	–	–	0.08%	107
2022 Q2	$384K	Hold	3,000	–	–	0.07%	111
2022 Q1	$406K	Hold	3,000	–	–	0.06%	118
2021 Q4	$407K	Hold	3,000	–	–	0.04%	137
2021 Q3	$360K	Hold	3,000	–	–	0.04%	134
2021 Q2	$389K	Hold	3,000	–	–	0.04%	130
2021 Q1	$380K	Hold	3,000	–	–	0.04%	128
2020 Q4	$347K	Hold	3,000	–	–	0.04%	128
2020 Q3	$347K	Sell	3,000 -85	-3%	-$9.47K	0.05%	128
2020 Q2	$326K	Hold	3,085	–	–	0.05%	128
2020 Q1	$342K	Sell	3,085 -100	-3%	-$10.7K	0.06%	114
2019 Q4	$332K	Sell	3,185 -1,060	-25%	-$112K	0.05%	129
2019 Q3	$467K	Sell	4,245 -400	-9%	-$44.6K	0.07%	114
2019 Q2	$535K	Sell	4,645 -40	-0.9%	-$4.88K	0.08%	111
2019 Q1	$546K	Sell	4,685 -100	-2%	-$10.5K	0.09%	113
2018 Q4	$447K	Sell	4,785 -175	-4%	-$18.3K	0.09%	111
2018 Q3	$509K	Sell	4,960 -50	-1%	-$5.46K	0.08%	112
2018 Q2	$538K	Sell	5,010 -1,000	-17%	-$112K	0.09%	110
2018 Q1	$745K	Sell	6,010 -125	-2%	-$15.6K	0.13%	95
2017 Q4	$762K	Sell	6,135 -25	-0.4%	-$2.78K	0.14%	95
2017 Q3	$646K	Hold	6,160	–	–	0.12%	104
2017 Q2	$729K	Hold	6,160	–	–	0.15%	99
2017 Q1	$807K	Hold	6,160	–	–	0.17%	94
2016 Q4	$789K	Sell	6,160 -125	-2%	-$16.2K	0.17%	95
2016 Q3	$852K	Hold	6,285	–	–	0.19%	92
2016 Q2	$958K	Hold	6,285	–	–	0.22%	90
2016 Q1	$816K	Hold	6,285	–	–	0.2%	95
2015 Q4	$775K	Hold	6,285	–	–	0.2%	101
2015 Q3	$717K	Sell	6,285 -1,000	-14%	-$111K	0.22%	82
2015 Q2	$790K	Sell	7,285 -23	-0.3%	-$2.66K	0.22%	81
2015 Q1	$846K	Buy	+7,308	New	+$801K	0.23%	81

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Autus Asset Management's SJM Position: Q4 2022 in Review

Autus Asset Management held its J.M. Smucker (SJM) position steady in Q4 2022 at 3,000 shares worth $475K. The position accounts for 0.09% of the portfolio, ranked #107.

Autus Asset Management first reported a position in SJM in Q1 2015 and has held it in 32 quarters since. The position peaked at $958K in Q2 2016. 925 funds tracked by Wall St. Rank hold SJM as of Q4 2022.

Autus Asset Management held 3,000 shares of J.M. Smucker worth $475K as of Q4 2022.
Autus Asset Management left its J.M. Smucker share count unchanged in Q4 2022.
J.M. Smucker made up 0.09% of Autus Asset Management's portfolio in Q4 2022, its #107 holding.
Autus Asset Management first reported a position in J.M. Smucker in Q1 2015 and has held it in 32 quarters since.
Autus Asset Management's J.M. Smucker position peaked at $958K in Q2 2016.
925 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2022.

Based on Autus Asset Management's 13F filing for Q4 2022, filed 24 Jan 2023.