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Barometer Capital Management’s J.M. Smucker SJM Stock Holding History

Barometer Capital 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
Q1 		– Sell
-31,130
Closed -$4.93M – 156
2022
Q4 		$4.93M Buy
+31,130
New +$4.64M 1.46% 24
2020
Q2 		– Sell
-30,600
Closed -$3.4M – 146
2020
Q1 		$3.4M Buy
+30,600
New +$3.27M 1.01% 30

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Barometer Capital Management's SJM Position: Q1 2023 in Review

Barometer Capital Management sold out of J.M. Smucker (SJM) in Q1 2023, closing a stake of 31,130 shares — an estimated $4.93M sold.

Barometer Capital Management first reported a position in SJM in Q1 2020 and held it in 2 quarters. The position peaked at $4.93M in Q4 2022. 943 funds tracked by Wall St. Rank hold SJM as of Q1 2023.

  • Barometer Capital Management reported no remaining J.M. Smucker position as of Q1 2023 after selling out during the quarter.
  • Barometer Capital Management sold 31,130 J.M. Smucker shares in Q1 2023, an estimated $4.93M.
  • Barometer Capital Management first reported a position in J.M. Smucker in Q1 2020 and held it in 2 quarters.
  • Barometer Capital Management's J.M. Smucker position peaked at $4.93M in Q4 2022.
  • 943 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2023.

Based on Barometer Capital Management's 13F filing for Q1 2023, filed 11 May 2023.