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Benson Investment Management Company’s J.M. Smucker SJM Stock Holding History

Benson Investment Management Company’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
Q2 		– Sell
-34,432
Closed -$4.33M – 57
2024
Q1 		$4.33M Buy
34,432
+632
+2% +$80K 1.84% 38
2023
Q4 		$4.22M Buy
+33,800
New +$3.92M 2.16% 30

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Benson Investment Management Company's SJM Position: Q2 2024 in Review

Benson Investment Management Company sold out of J.M. Smucker (SJM) in Q2 2024, closing a stake of 34,432 shares — an estimated $4.33M sold.

Benson Investment Management Company first reported a position in SJM in Q4 2023 and held it in 2 quarters. The position peaked at $4.33M in Q1 2024. 852 funds tracked by Wall St. Rank hold SJM as of Q2 2024.

  • Benson Investment Management Company reported no remaining J.M. Smucker position as of Q2 2024 after selling out during the quarter.
  • Benson Investment Management Company sold 34,432 J.M. Smucker shares in Q2 2024, an estimated $4.33M.
  • Benson Investment Management Company first reported a position in J.M. Smucker in Q4 2023 and held it in 2 quarters.
  • Benson Investment Management Company's J.M. Smucker position peaked at $4.33M in Q1 2024.
  • 852 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2024.

Based on Benson Investment Management Company's 13F filing for Q2 2024, filed 18 Jul 2024.