Bank Julius Baer & Co
SJM icon

Bank Julius Baer & Co’s J.M. Smucker SJM Stock Holding History

Bank Julius Baer & Co’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
2024
Q3 		– Sell
-415
Closed -$50.4K – 543
2024
Q2 		$50.4K Sell
415
-47
-10% -$5.32K ﹤0.01% 440
2024
Q1 		$58.2K Buy
462
+302
+189% +$38.2K ﹤0.01% 462
2023
Q4 		$20.2K Sell
160
-2
-1% -$232 ﹤0.01% 508
2023
Q3 		$20K Sell
162
-652
-80% -$92.6K ﹤0.01% 491
2023
Q2 		$120K Sell
814
-22
-3% -$3.36K ﹤0.01% 442
2023
Q1 		$132K Sell
836
-820
-50% -$125K ﹤0.01% 464
2022
Q4 		$262K Buy
1,656
+826
+100% +$123K ﹤0.01% 397
2022
Q3 		$114K Sell
830
-1,235
-60% -$168K ﹤0.01% 450
2022
Q2 		$264K Sell
2,065
-4,883
-70% -$651K ﹤0.01% 389
2022
Q1 		$941K Sell
6,948
-1
-0% -$136 0.01% 287
2021
Q4 		$944K Sell
6,949
-780
-10% -$99.5K 0.01% 358
2021
Q3 		$928K Sell
7,729
-51
-0.7% -$6.48K 0.01% 342
2021
Q2 		$1.01M Sell
7,780
-678
-8% -$90K 0.01% 345
2021
Q1 		$1.07M Sell
8,458
-435
-5% -$51.3K 0.01% 331
2020
Q4 		$1.03M Buy
8,893
+184
+2% +$21.4K 0.01% 346
2020
Q3 		$1.01M Sell
8,709
-17
-0.2% -$1.9K 0.01% 294
2020
Q2 		$923K Sell
8,726
-3,787
-30% -$426K 0.01% 285
2020
Q1 		$1.39M Buy
+12,513
New +$1.34M 0.03% 191

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 $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Bank Julius Baer & Co's SJM Position: Q3 2024 in Review

Bank Julius Baer & Co sold out of J.M. Smucker (SJM) in Q3 2024, closing a stake of 415 shares — an estimated $50.4K sold.

Bank Julius Baer & Co first reported a position in SJM in Q1 2020 and held it in 18 quarters. The position peaked at $1.39M in Q1 2020. 845 funds tracked by Wall St. Rank hold SJM as of Q3 2024.

  • Bank Julius Baer & Co reported no remaining J.M. Smucker position as of Q3 2024 after selling out during the quarter.
  • Bank Julius Baer & Co sold 415 J.M. Smucker shares in Q3 2024, an estimated $50.4K.
  • Bank Julius Baer & Co first reported a position in J.M. Smucker in Q1 2020 and held it in 18 quarters.
  • Bank Julius Baer & Co's J.M. Smucker position peaked at $1.39M in Q1 2020.
  • 845 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2024.

Based on Bank Julius Baer & Co's 13F filing for Q3 2024, filed 14 Nov 2024.