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Baldwin Investment Management’s J.M. Smucker SJM Stock Holding History

Baldwin Investment 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
Q1 		– Sell
-1,575
Closed -$214 – 256
2021
Q4 		$214 Buy
+1,575
New +$201K 0.03% 241
2021
Q3 		– Sell
-1,575
Closed -$204K – 257
2021
Q2 		$204K Buy
+1,575
New +$209K 0.03% 246
2018
Q3 		– Sell
-6,764
Closed -$727K – 175
2018
Q2 		$727K Sell
6,764
-38
-0.6% -$4.27K 0.23% 75
2018
Q1 		$844K Sell
6,802
-100
-1% -$12.5K 0.3% 50
2017
Q4 		$858K Sell
6,902
-50
-0.7% -$5.56K 0.31% 49
2017
Q3 		$729K Hold
6,952
– – 0.28% 56
2017
Q2 		$823K Sell
6,952
-400
-5% -$50.5K 0.33% 49
2017
Q1 		$964K Sell
7,352
-25
-0.3% -$3.4K 0.37% 42
2016
Q4 		$945K Sell
7,377
-25
-0.3% -$3.24K 0.38% 42
2016
Q3 		$1M Sell
7,402
-1,200
-14% -$176K 0.43% 35
2016
Q2 		$1.31M Hold
8,602
– – 0.56% 25
2016
Q1 		$1.12M Hold
8,602
– – 0.48% 30
2015
Q4 		$1.06M Sell
8,602
-100
-1% -$11.9K 0.48% 33
2015
Q3 		$993K Buy
8,702
+50
+0.6% +$5.58K 0.44% 34
2015
Q2 		$938K Sell
8,652
-150
-2% -$17.4K 0.39% 45
2015
Q1 		$1.02M Sell
8,802
-50
-0.6% -$5.48K 0.4% 41
2014
Q4 		$894K Sell
8,852
-125
-1% -$12.7K 0.35% 45
2014
Q3 		$889K Hold
8,977
– – 0.37% 49
2014
Q2 		$957K Buy
8,977
+425
+5% +$42.7K 0.41% 38
2014
Q1 		$832K Hold
8,552
– – 0.37% 45
2013
Q4 		$886K Buy
8,552
+150
+2% +$15.9K 0.4% 40
2013
Q3 		$883K Sell
8,402
-225
-3% -$24.4K 0.43% 34
2013
Q2 		$890K Buy
+8,627
New +$878K 0.44% 32

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Baldwin Investment Management's SJM Position: Q1 2022 in Review

Baldwin Investment Management sold out of J.M. Smucker (SJM) in Q1 2022, closing a stake of 1,575 shares — an estimated $214 sold.

Baldwin Investment Management first reported a position in SJM in Q2 2013 and held it in 23 quarters. The position peaked at $1.31M in Q2 2016. 859 funds tracked by Wall St. Rank hold SJM as of Q1 2022.

  • Baldwin Investment Management reported no remaining J.M. Smucker position as of Q1 2022 after selling out during the quarter.
  • Baldwin Investment Management sold 1,575 J.M. Smucker shares in Q1 2022, an estimated $214.
  • Baldwin Investment Management first reported a position in J.M. Smucker in Q2 2013 and held it in 23 quarters.
  • Baldwin Investment Management's J.M. Smucker position peaked at $1.31M in Q2 2016.
  • 859 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2022.

Based on Baldwin Investment Management's 13F filing for Q1 2022, filed 16 May 2022.