BC
SJM icon

Brookfield Corp’s J.M. Smucker SJM Stock Holding History

Brookfield Corp’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
Q2 		– Sell
-97,451
Closed -$15.3M – 736
2023
Q1 		$15.3M Buy
+97,451
New +$14.8M 0.06% 124
2022
Q4 		– Sell
-94,853
Closed -$13M – 731
2022
Q3 		$13M Buy
94,853
+42,677
+82% +$5.82M 0.05% 131
2022
Q2 		$6.68M Buy
+52,176
New +$6.96M 0.03% 204

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Brookfield Corp's SJM Position: Q2 2023 in Review

Brookfield Corp sold out of J.M. Smucker (SJM) in Q2 2023, closing a stake of 97,451 shares — an estimated $15.3M sold.

Brookfield Corp first reported a position in SJM in Q2 2022 and held it in 3 quarters. The position peaked at $15.3M in Q1 2023. 923 funds tracked by Wall St. Rank hold SJM as of Q2 2023.

  • Brookfield Corp reported no remaining J.M. Smucker position as of Q2 2023 after selling out during the quarter.
  • Brookfield Corp sold 97,451 J.M. Smucker shares in Q2 2023, an estimated $15.3M.
  • Brookfield Corp first reported a position in J.M. Smucker in Q2 2022 and held it in 3 quarters.
  • Brookfield Corp's J.M. Smucker position peaked at $15.3M in Q1 2023.
  • 923 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2023.

Based on Brookfield Corp's 13F filing for Q2 2023, filed 14 Aug 2023.