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Brian C. Broderick’s J.M. Smucker SJM Stock Holding History

Brian C. Broderick’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
Q1 		– Sell
-1,600
Closed -$217K – 77
2021
Q4 		$217K Buy
+1,600
New +$204K 0.05% 73
2019
Q3 		– Sell
-1,756
Closed -$202K – 87
2019
Q2 		$202K Sell
1,756
-886
-34% -$108K 0.07% 82
2019
Q1 		$308K Sell
2,642
-310
-11% -$32.4K 0.11% 68
2018
Q4 		$276K Sell
2,952
-2,768
-48% -$289K 0.12% 71
2018
Q3 		$586K Sell
5,720
-4,290
-43% -$469K 0.2% 61
2018
Q2 		$1.07M Hold
10,010
– – 0.39% 54
2018
Q1 		$1.24M Sell
10,010
-350
-3% -$43.7K 0.47% 53
2017
Q4 		$1.29M Sell
10,360
-12,371
-54% -$1.37M 0.47% 52
2017
Q3 		$2.38M Sell
22,731
-2,590
-10% -$296K 0.86% 39
2017
Q2 		$3M Buy
25,321
+6,957
+38% +$879K 1.11% 33
2017
Q1 		$2.41M Buy
18,364
+10,443
+132% +$1.42M 0.98% 36
2016
Q4 		$1.01M Buy
7,921
+3,401
+75% +$441K 0.44% 56
2016
Q3 		$613K Sell
4,520
-425
-9% -$62.4K 0.26% 64
2016
Q2 		$753K Buy
4,945
+95
+2% +$12.6K 0.32% 60
2016
Q1 		$630K Buy
4,850
+2,700
+126% +$340K 0.27% 64
2015
Q4 		$266K Buy
+2,150
New +$256K 0.12% 87

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Brian C. Broderick's SJM Position: Q1 2022 in Review

Brian C. Broderick sold out of J.M. Smucker (SJM) in Q1 2022, closing a stake of 1,600 shares — an estimated $217K sold.

Brian C. Broderick first reported a position in SJM in Q4 2015 and held it in 16 quarters. The position peaked at $3M in Q2 2017. 859 funds tracked by Wall St. Rank hold SJM as of Q1 2022.

  • Brian C. Broderick reported no remaining J.M. Smucker position as of Q1 2022 after selling out during the quarter.
  • Brian C. Broderick sold 1,600 J.M. Smucker shares in Q1 2022, an estimated $217K.
  • Brian C. Broderick first reported a position in J.M. Smucker in Q4 2015 and held it in 16 quarters.
  • Brian C. Broderick's J.M. Smucker position peaked at $3M in Q2 2017.
  • 859 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2022.

Based on Brian C. Broderick's 13F filing for Q1 2022, filed 17 May 2022.