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

Bosun 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 Q3	–	Sell	-1,031	Closed	-$152K	–	175
2023 Q2	$152K	Buy	+1,031	New	+$157K	0.15%	106

Other funds holding SJM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bosun Asset Management's SJM Position: Q3 2023 in Review

Bosun Asset Management sold out of J.M. Smucker (SJM) in Q3 2023, closing a stake of 1,031 shares — an estimated $152K sold.

Bosun Asset Management first reported a position in SJM in Q2 2023 and held it in 1 quarter. The position peaked at $152K in Q2 2023. 883 funds tracked by Wall St. Rank hold SJM as of Q3 2023.

Bosun Asset Management reported no remaining J.M. Smucker position as of Q3 2023 after selling out during the quarter.
Bosun Asset Management sold 1,031 J.M. Smucker shares in Q3 2023, an estimated $152K.
Bosun Asset Management first reported a position in J.M. Smucker in Q2 2023 and held it in 1 quarter.
Bosun Asset Management's J.M. Smucker position peaked at $152K in Q2 2023.
883 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2023.

Based on Bosun Asset Management's 13F filing for Q3 2023, filed 14 Nov 2023.