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

Birch 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
2024 Q3	–	Sell	-100	Closed	-$10.9K	–	87
2024 Q2	$10.9K	Hold	100	–	–	0.01%	73
2024 Q1	$12.6K	Hold	100	–	–	0.01%	75
2023 Q4	$12.6K	Hold	100	–	–	0.01%	75
2023 Q3	$12.3K	Hold	100	–	–	0.01%	77
2023 Q2	$14.8K	Hold	100	–	–	0.01%	81
2023 Q1	$15.7K	Hold	100	–	–	0.01%	83
2022 Q4	$15.8K	Hold	100	–	–	0.01%	86
2022 Q3	$13.7K	Hold	100	–	–	0.01%	87
2022 Q2	$12.8K	Hold	100	–	–	0.01%	95
2022 Q1	$14K	Hold	100	–	–	0.01%	83
2021 Q4	$14K	Hold	100	–	–	0.01%	82
2021 Q3	$12K	Hold	100	–	–	0.01%	79
2021 Q2	$13K	Hold	100	–	–	0.01%	78
2021 Q1	$13K	Hold	100	–	–	0.01%	78
2020 Q4	$12K	Hold	100	–	–	0.01%	77
2020 Q3	$12K	Hold	100	–	–	0.01%	81
2020 Q2	$11K	Hold	100	–	–	0.01%	79
2020 Q1	$11K	Hold	100	–	–	0.01%	82
2019 Q4	$10K	Buy	+100	New	+$10.6K	0.01%	78

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Birch Capital Management's SJM Position: Q3 2024 in Review

Birch Capital Management sold out of J.M. Smucker (SJM) in Q3 2024, closing a stake of 100 shares — an estimated $10.9K sold.

Birch Capital Management first reported a position in SJM in Q4 2019 and held it in 19 quarters. The position peaked at $15.8K in Q4 2022. 844 funds tracked by Wall St. Rank hold SJM as of Q3 2024.

Birch Capital Management reported no remaining J.M. Smucker position as of Q3 2024 after selling out during the quarter.
Birch Capital Management sold 100 J.M. Smucker shares in Q3 2024, an estimated $10.9K.
Birch Capital Management first reported a position in J.M. Smucker in Q4 2019 and held it in 19 quarters.
Birch Capital Management's J.M. Smucker position peaked at $15.8K in Q4 2022.
844 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2024.

Based on Birch Capital Management's 13F filing for Q3 2024, filed 15 Oct 2024.