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Bleakley Financial Group’s J.M. Smucker SJM Stock Holding History

Bleakley Financial Group’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
Q3 		– Sell
-1,735
Closed -$256K – 945
2023
Q2 		$256K Sell
1,735
-100
-5% -$15.3K 0.01% 769
2023
Q1 		$289K Sell
1,835
-2,084
-53% -$317K 0.01% 716
2022
Q4 		$621K Buy
+3,919
New +$584K 0.02% 494

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bleakley Financial Group's SJM Position: Q3 2023 in Review

Bleakley Financial Group sold out of J.M. Smucker (SJM) in Q3 2023, closing a stake of 1,735 shares — an estimated $256K sold.

Bleakley Financial Group first reported a position in SJM in Q4 2022 and held it in 3 quarters. The position peaked at $621K in Q4 2022. 883 funds tracked by Wall St. Rank hold SJM as of Q3 2023.

  • Bleakley Financial Group reported no remaining J.M. Smucker position as of Q3 2023 after selling out during the quarter.
  • Bleakley Financial Group sold 1,735 J.M. Smucker shares in Q3 2023, an estimated $256K.
  • Bleakley Financial Group first reported a position in J.M. Smucker in Q4 2022 and held it in 3 quarters.
  • Bleakley Financial Group's J.M. Smucker position peaked at $621K in Q4 2022.
  • 883 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2023.

Based on Bleakley Financial Group's 13F filing for Q3 2023, filed 14 Nov 2023.