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Belpointe Asset Management’s J.M. Smucker SJM Stock Holding History

Belpointe Asset 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
Q4 		– Sell
-2,175
Closed -$267K – 757
2023
Q3 		$267K Buy
2,175
+788
+57% +$112K 0.03% 514
2023
Q2 		$205K Sell
1,387
-7,431
-84% -$1.13M 0.02% 567
2023
Q1 		$1.39M Buy
8,818
+3,022
+52% +$459K 0.07% 269
2022
Q4 		$919K Buy
5,796
+3,844
+197% +$573K 0.06% 342
2022
Q3 		$268K Buy
1,952
+344
+21% +$46.9K 0.02% 726
2022
Q2 		$206K Sell
1,608
-92
-5% -$12.3K 0.01% 815
2022
Q1 		$230K Buy
1,700
+295
+21% +$40.2K 0.01% 854
2021
Q4 		$191K Buy
1,405
+95
+7% +$12.1K 0.01% 921
2021
Q3 		$157K Hold
1,310
– – 0.01% 960
2021
Q2 		$170K Buy
1,310
+303
+30% +$40.2K 0.01% 897
2021
Q1 		$127K Sell
1,007
-1
-0.1% -$118 0.01% 915
2020
Q4 		$117K Buy
1,008
+32
+3% +$3.72K 0.01% 895
2020
Q3 		$113K Buy
976
+6
+0.6% +$669 0.01% 733
2020
Q2 		$103K Buy
+970
New +$109K 0.01% 721
2019
Q2 		– Sell
-2,600
Closed -$302K – 644
2019
Q1 		$302K Buy
+2,600
New +$272K 0.06% 243

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Belpointe Asset Management's SJM Position: Q4 2023 in Review

Belpointe Asset Management sold out of J.M. Smucker (SJM) in Q4 2023, closing a stake of 2,175 shares — an estimated $267K sold.

Belpointe Asset Management first reported a position in SJM in Q1 2019 and held it in 15 quarters. The position peaked at $1.39M in Q1 2023. 900 funds tracked by Wall St. Rank hold SJM as of Q4 2023.

  • Belpointe Asset Management reported no remaining J.M. Smucker position as of Q4 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 2,175 J.M. Smucker shares in Q4 2023, an estimated $267K.
  • Belpointe Asset Management first reported a position in J.M. Smucker in Q1 2019 and held it in 15 quarters.
  • Belpointe Asset Management's J.M. Smucker position peaked at $1.39M in Q1 2023.
  • 900 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2023.

Based on Belpointe Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.