BIM
SJM icon

Bridgecreek Investment Management’s J.M. Smucker SJM Stock Holding History

Bridgecreek Investment 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
Q4 		– Sell
-3,650
Closed -$449K – 102
2023
Q3 		$449K Hold
3,650
– – 0.09% 71
2023
Q2 		$539K Hold
3,650
– – 0.1% 70
2023
Q1 		$574K Hold
3,650
– – 0.12% 69
2022
Q4 		$578K Hold
3,650
– – 0.13% 70
2022
Q3 		$502K Hold
3,650
– – 0.11% 79
2022
Q2 		$467K Sell
3,650
-200
-5% -$26.7K 0.1% 83
2022
Q1 		$521K Buy
3,850
+150
+4% +$20.4K 0.08% 93
2021
Q4 		$503K Buy
+3,700
New +$472K 0.07% 92

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bridgecreek Investment Management's SJM Position: Q4 2023 in Review

Bridgecreek Investment Management sold out of J.M. Smucker (SJM) in Q4 2023, closing a stake of 3,650 shares — an estimated $449K sold.

Bridgecreek Investment Management first reported a position in SJM in Q4 2021 and held it in 8 quarters. The position peaked at $578K in Q4 2022. 900 funds tracked by Wall St. Rank hold SJM as of Q4 2023.

  • Bridgecreek Investment Management reported no remaining J.M. Smucker position as of Q4 2023 after selling out during the quarter.
  • Bridgecreek Investment Management sold 3,650 J.M. Smucker shares in Q4 2023, an estimated $449K.
  • Bridgecreek Investment Management first reported a position in J.M. Smucker in Q4 2021 and held it in 8 quarters.
  • Bridgecreek Investment Management's J.M. Smucker position peaked at $578K in Q4 2022.
  • 900 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2023.

Based on Bridgecreek Investment Management's 13F filing for Q4 2023, filed 13 Feb 2024.