Boxwood Ventures’s J.M. Smucker SJM Stock Holding History

Boxwood Ventures’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 Q1	–	Sell	-12,424	Closed	-$1.97M	–	27
2022 Q4	$1.97M	Sell	12,424 -1,707	-12%	-$254K	3.53%	9
2022 Q3	$1.94M	Hold	14,131	–	–	4.38%	8
2022 Q2	$1.81M	Hold	14,131	–	–	4.28%	7
2022 Q1	$1.91M	Hold	14,131	–	–	3.99%	8
2021 Q4	$1.92M	Hold	14,131	–	–	3.93%	8
2021 Q3	$1.7M	Buy	+14,131	New	+$1.8M	3.95%	9

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Boxwood Ventures's SJM Position: Q1 2023 in Review

Boxwood Ventures sold out of J.M. Smucker (SJM) in Q1 2023, closing a stake of 12,424 shares — an estimated $1.97M sold.

Boxwood Ventures first reported a position in SJM in Q3 2021 and held it in 6 quarters. The position peaked at $1.97M in Q4 2022. 943 funds tracked by Wall St. Rank hold SJM as of Q1 2023.

Boxwood Ventures reported no remaining J.M. Smucker position as of Q1 2023 after selling out during the quarter.
Boxwood Ventures sold 12,424 J.M. Smucker shares in Q1 2023, an estimated $1.97M.
Boxwood Ventures first reported a position in J.M. Smucker in Q3 2021 and held it in 6 quarters.
Boxwood Ventures's J.M. Smucker position peaked at $1.97M in Q4 2022.
943 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2023.

Based on Boxwood Ventures's 13F filing for Q1 2023, filed 9 May 2023.