Banque Pictet & Cie’s J.M. Smucker SJM Stock Holding History

Banque Pictet & Cie’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 Q1	–	Sell	-2,495	Closed	-$315K	–	375
2023 Q4	$315K	Buy	+2,495	New	+$289K	﹤0.01%	298
2023 Q3	–	Sell	-2,639	Closed	-$390K	–	506
2023 Q2	$390K	Sell	2,639 -15,967	-86%	-$2.44M	﹤0.01%	424
2023 Q1	$2.93M	Buy	18,606 +6,601	+55%	+$1M	0.03%	225
2022 Q4	$1.9M	Buy	12,005 +2,611	+28%	+$389K	0.02%	293
2022 Q3	$1.29M	Sell	9,394 -7,618	-45%	-$1.04M	0.01%	357
2022 Q2	$2.18K	Sell	17,012 -2,035	-11%	-$271K	0.02%	287
2022 Q1	$2.58M	Buy	19,047 +323	+2%	+$44K	0.02%	281
2021 Q4	$2.54M	Buy	+18,724	New	+$2.39M	0.02%	296

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Norges Bank Oslo, Norway $935B AUM

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

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

Banque Pictet & Cie's SJM Position: Q1 2024 in Review

Banque Pictet & Cie sold out of J.M. Smucker (SJM) in Q1 2024, closing a stake of 2,495 shares — an estimated $315K sold.

Banque Pictet & Cie first reported a position in SJM in Q4 2021 and held it in 8 quarters. The position peaked at $2.93M in Q1 2023. 883 funds tracked by Wall St. Rank hold SJM as of Q1 2024.

Banque Pictet & Cie reported no remaining J.M. Smucker position as of Q1 2024 after selling out during the quarter.
Banque Pictet & Cie sold 2,495 J.M. Smucker shares in Q1 2024, an estimated $315K.
Banque Pictet & Cie first reported a position in J.M. Smucker in Q4 2021 and held it in 8 quarters.
Banque Pictet & Cie's J.M. Smucker position peaked at $2.93M in Q1 2023.
883 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2024.

Based on Banque Pictet & Cie's 13F filing for Q1 2024, filed 6 May 2024.