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Bollard Group’s J.M. Smucker SJM Stock Holding History

Bollard 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
2022
Q4 		– Sell
-1
Closed – – 292
2022
Q3 		$0 Hold
1
– – ﹤0.01% 297
2022
Q2 		$0 Sell
1
-1,360
-100% -$181K ﹤0.01% 395
2022
Q1 		$184K Buy
1,361
+10
+0.7% +$1.36K 0.01% 240
2021
Q4 		$183K Buy
1,351
+11
+0.8% +$1.4K 0.01% 241
2021
Q3 		$161K Buy
1,340
+10
+0.8% +$1.27K 0.01% 245
2021
Q2 		$172K Buy
1,330
+9
+0.7% +$1.2K 0.01% 234
2021
Q1 		$167K Hold
1,321
– – 0.01% 233
2020
Q4 		$153K Hold
1,321
– – 0.01% 228
2020
Q3 		$153K Hold
1,321
– – 0.01% 211
2020
Q2 		$140K Buy
+1,321
New +$148K 0.01% 219

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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bollard Group's SJM Position: Q4 2022 in Review

Bollard Group sold out of J.M. Smucker (SJM) in Q4 2022, closing a stake of 1 share.

Bollard Group first reported a position in SJM in Q2 2020 and held it in 10 quarters. The position peaked at $184K in Q1 2022. 925 funds tracked by Wall St. Rank hold SJM as of Q4 2022.

  • Bollard Group reported no remaining J.M. Smucker position as of Q4 2022 after selling out during the quarter.
  • Bollard Group sold 1 J.M. Smucker share in Q4 2022.
  • Bollard Group first reported a position in J.M. Smucker in Q2 2020 and held it in 10 quarters.
  • Bollard Group's J.M. Smucker position peaked at $184K in Q1 2022.
  • 925 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2022.

Based on Bollard Group's 13F filing for Q4 2022, filed 10 Feb 2023.