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

Becker 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
-4,542
Closed -$720K – 265
2022
Q4 		$720K Sell
4,542
-143
-3% -$21.3K 0.03% 131
2022
Q3 		$644K Hold
4,685
– – 0.03% 139
2022
Q2 		$600K Sell
4,685
-100
-2% -$13.3K 0.03% 144
2022
Q1 		$648K Sell
4,785
-770
-14% -$105K 0.03% 147
2021
Q4 		$754K Sell
5,555
-10
-0.2% -$1.27K 0.03% 141
2021
Q3 		$668K Sell
5,565
-120
-2% -$15.3K 0.03% 146
2021
Q2 		$737K Sell
5,685
-365
-6% -$48.5K 0.03% 139
2021
Q1 		$766K Buy
+6,050
New +$714K 0.03% 140
2020
Q3 		– Sell
-2,755
Closed -$292K – 176
2020
Q2 		$292K Sell
2,755
-25,555
-90% -$2.87M 0.02% 149
2020
Q1 		$3.14M Sell
28,310
-273,402
-91% -$29.2M 0.19% 85
2019
Q4 		$31.4M Buy
301,712
+9,780
+3% +$1.04M 1.11% 38
2019
Q3 		$32.1M Buy
291,932
+39,048
+15% +$4.35M 1.23% 39
2019
Q2 		$29.1M Sell
252,884
-8,855
-3% -$1.08M 1.06% 44
2019
Q1 		$30.5M Buy
261,739
+38,945
+17% +$4.07M 1.13% 39
2018
Q4 		$20.8M Sell
222,794
-134,744
-38% -$14.1M 0.81% 56
2018
Q3 		$36.7M Sell
357,538
-4,835
-1% -$528K 1.17% 40
2018
Q2 		$38.9M Buy
362,373
+8,531
+2% +$958K 1.29% 38
2018
Q1 		$43.9M Buy
353,842
+17,695
+5% +$2.21M 1.46% 26
2017
Q4 		$41.8M Buy
336,147
+37,010
+12% +$4.11M 1.38% 32
2017
Q3 		$31.4M Buy
+299,137
New +$34.2M 1.08% 46

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 $3.37T AUM 44.26% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Becker Capital Management sold out of J.M. Smucker (SJM) in Q1 2023, closing a stake of 4,542 shares — an estimated $720K sold.

Becker Capital Management first reported a position in SJM in Q3 2017 and held it in 20 quarters. The position peaked at $43.9M in Q1 2018. 943 funds tracked by Wall St. Rank hold SJM as of Q1 2023.

  • Becker Capital Management reported no remaining J.M. Smucker position as of Q1 2023 after selling out during the quarter.
  • Becker Capital Management sold 4,542 J.M. Smucker shares in Q1 2023, an estimated $720K.
  • Becker Capital Management first reported a position in J.M. Smucker in Q3 2017 and held it in 20 quarters.
  • Becker Capital Management's J.M. Smucker position peaked at $43.9M in Q1 2018.
  • 943 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2023.

Based on Becker Capital Management's 13F filing for Q1 2023, filed 15 May 2023.