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Bridgeway Capital Management’s J.M. Smucker SJM Stock Holding History

Bridgeway Capital 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
-22,066
Closed -$3.26M – 1416
2023
Q2 		$3.26M Hold
22,066
– – 0.08% 410
2023
Q1 		$3.47M Hold
22,066
– – 0.09% 363
2022
Q4 		$3.5M Sell
22,066
-15,200
-41% -$2.26M 0.09% 371
2022
Q3 		$5.12M Sell
37,266
-28,800
-44% -$3.92M 0.14% 252
2022
Q2 		$8.46M Sell
66,066
-32,200
-33% -$4.29M 0.19% 165
2022
Q1 		$13.3M Sell
98,266
-20,650
-17% -$2.81M 0.26% 104
2021
Q4 		$16.2M Buy
118,916
+3,050
+3% +$389K 0.3% 67
2021
Q3 		$13.9M Sell
115,866
-17,900
-13% -$2.28M 0.27% 91
2021
Q2 		$17.3M Buy
133,766
+23,950
+22% +$3.18M 0.31% 78
2021
Q1 		$13.9M Sell
109,816
-16,300
-13% -$1.92M 0.26% 106
2020
Q4 		$14.6M Sell
126,116
-32,100
-20% -$3.73M 0.31% 98
2020
Q3 		$18.3M Sell
158,216
-15,400
-9% -$1.72M 0.42% 82
2020
Q2 		$18.4M Buy
+173,616
New +$19.5M 0.37% 93
2017
Q2 		– Sell
-274,500
Closed -$36M – 1464
2017
Q1 		$36M Buy
274,500
+7,300
+3% +$992K 0.44% 83
2016
Q4 		$34.2M Hold
267,200
– – 0.45% 84
2016
Q3 		$36.2M Hold
267,200
– – 0.54% 59
2016
Q2 		$40.7M Buy
267,200
+44,900
+20% +$5.97M 0.63% 28
2016
Q1 		$28.9M Hold
222,300
– – 0.49% 57
2015
Q4 		$27.4M Buy
+222,300
New +$26.5M 0.51% 42

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bridgeway Capital Management's SJM Position: Q3 2023 in Review

Bridgeway Capital Management sold out of J.M. Smucker (SJM) in Q3 2023, closing a stake of 22,066 shares — an estimated $3.26M sold.

Bridgeway Capital Management first reported a position in SJM in Q4 2015 and held it in 19 quarters. The position peaked at $40.7M in Q2 2016. 883 funds tracked by Wall St. Rank hold SJM as of Q3 2023.

  • Bridgeway Capital Management reported no remaining J.M. Smucker position as of Q3 2023 after selling out during the quarter.
  • Bridgeway Capital Management sold 22,066 J.M. Smucker shares in Q3 2023, an estimated $3.26M.
  • Bridgeway Capital Management first reported a position in J.M. Smucker in Q4 2015 and held it in 19 quarters.
  • Bridgeway Capital Management's J.M. Smucker position peaked at $40.7M in Q2 2016.
  • 883 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2023.

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