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

Baker Avenue 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
2023 Q4	–	Sell	-58	Closed	-$7.13K	–	1298
2023 Q3	$7.13K	Buy	58 +54	+1,350%	+$7.67K	﹤0.01%	850
2023 Q2	$591	Hold	4	–	–	﹤0.01%	1348
2023 Q1	$629	Hold	4	–	–	﹤0.01%	1336
2022 Q4	$634	Buy	+4	New	+$596	﹤0.01%	1234
2018 Q4	–	Sell	-3,952	Closed	-$406K	–	275
2018 Q3	$406K	Sell	3,952 -67	-2%	-$7.32K	0.03%	212
2018 Q2	$432K	Buy	4,019 +112	+3%	+$12.6K	0.04%	200
2018 Q1	$485K	Buy	3,907 +2,287	+141%	+$286K	0.04%	200
2017 Q4	$201K	Buy	+1,620	New	+$180K	0.02%	229

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baker Avenue Asset Management's SJM Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of J.M. Smucker (SJM) in Q4 2023, closing a stake of 58 shares — an estimated $7.13K sold.

Baker Avenue Asset Management first reported a position in SJM in Q4 2017 and held it in 8 quarters. The position peaked at $485K in Q1 2018. 899 funds tracked by Wall St. Rank hold SJM as of Q4 2023.

Baker Avenue Asset Management reported no remaining J.M. Smucker position as of Q4 2023 after selling out during the quarter.
Baker Avenue Asset Management sold 58 J.M. Smucker shares in Q4 2023, an estimated $7.13K.
Baker Avenue Asset Management first reported a position in J.M. Smucker in Q4 2017 and held it in 8 quarters.
Baker Avenue Asset Management's J.M. Smucker position peaked at $485K in Q1 2018.
899 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.