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Cambridge Trust’s J.M. Smucker SJM Stock Holding History

Cambridge Trust’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
2024
Q1 		$40.9K Hold
325
– – ﹤0.01% 445
2023
Q4 		$41.1K Hold
325
– – ﹤0.01% 438
2023
Q3 		$39.9K Hold
325
– – ﹤0.01% 441
2023
Q2 		$48K Sell
325
-25
-7% -$3.81K ﹤0.01% 434
2023
Q1 		$55.1K Hold
350
– – ﹤0.01% 432
2022
Q4 		$55K Hold
350
– – ﹤0.01% 439
2022
Q3 		$48K Sell
350
-33
-9% -$4.5K ﹤0.01% 456
2022
Q2 		$49K Hold
383
– – ﹤0.01% 487
2022
Q1 		$52K Buy
383
+5
+1% +$681 ﹤0.01% 524
2021
Q4 		$52K Buy
+378
New +$48.2K ﹤0.01% 520
2017
Q2 		– Sell
-2,307
Closed -$302K – 268
2017
Q1 		$302K Hold
2,307
– – 0.02% 232
2016
Q4 		$295K Hold
2,307
– – 0.02% 219
2016
Q3 		$313K Sell
2,307
-10
-0.4% -$1.47K 0.02% 208
2016
Q2 		$353K Sell
2,317
-58
-2% -$7.71K 0.03% 195
2016
Q1 		$308K Sell
2,375
-10
-0.4% -$1.26K 0.03% 179
2015
Q4 		$294K Hold
2,385
– – 0.02% 181
2015
Q3 		$272K Sell
2,385
-50
-2% -$5.58K 0.02% 180
2015
Q2 		$264K Buy
2,435
+80
+3% +$9.26K 0.02% 186
2015
Q1 		$273K Sell
2,355
-100
-4% -$11K 0.02% 188
2014
Q4 		$248K Buy
2,455
+35
+1% +$3.55K 0.02% 192
2014
Q3 		$239K Sell
2,420
-445
-16% -$45.7K 0.02% 184
2014
Q2 		$306K Sell
2,865
-15
-0.5% -$1.51K 0.03% 164
2014
Q1 		$280K Sell
2,880
-50
-2% -$4.86K 0.03% 167
2013
Q4 		$304K Sell
2,930
-300
-9% -$31.8K 0.03% 159
2013
Q3 		$339K Sell
3,230
-55
-2% -$5.96K 0.03% 143
2013
Q2 		$339K Buy
+3,285
New +$334K 0.04% 138

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cambridge Trust's SJM Position: Q1 2024 in Review

Cambridge Trust held its J.M. Smucker (SJM) position steady in Q1 2024 at 325 shares worth $40.9K. The position accounts for ﹤0.01% of the portfolio, ranked #445.

Cambridge Trust first reported a position in SJM in Q2 2013 and has held it in 26 quarters since. The position peaked at $353K in Q2 2016. 883 funds tracked by Wall St. Rank hold SJM as of Q1 2024.

  • Cambridge Trust held 325 shares of J.M. Smucker worth $40.9K as of Q1 2024.
  • Cambridge Trust left its J.M. Smucker share count unchanged in Q1 2024.
  • J.M. Smucker made up ﹤0.01% of Cambridge Trust's portfolio in Q1 2024, its #445 holding.
  • Cambridge Trust first reported a position in J.M. Smucker in Q2 2013 and has held it in 26 quarters since.
  • Cambridge Trust's J.M. Smucker position peaked at $353K in Q2 2016.
  • 883 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.