Capitolis Advisors’s J.M. Smucker SJM Stock Holding History

Capitolis Advisors’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 Q3	–	Sell	-30,567	Closed	-$3.91M	–	117
2022 Q2	$3.91M	Hold	30,567	–	–	0.2%	61
2022 Q1	$4.14M	Hold	30,567	–	–	0.21%	60
2021 Q4	$4.15M	Buy	+30,567	New	+$3.9M	0.02%	333
2021 Q1	–	Sell	-1,794	Closed	-$207K	–	543
2020 Q4	$207K	Buy	+1,794	New	+$209K	﹤0.01%	516

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capitolis Advisors's SJM Position: Q3 2022 in Review

Capitolis Advisors sold out of J.M. Smucker (SJM) in Q3 2022, closing a stake of 30,567 shares — an estimated $3.91M sold.

Capitolis Advisors first reported a position in SJM in Q4 2020 and held it in 4 quarters. The position peaked at $4.15M in Q4 2021. 881 funds tracked by Wall St. Rank hold SJM as of Q3 2022.

Capitolis Advisors reported no remaining J.M. Smucker position as of Q3 2022 after selling out during the quarter.
Capitolis Advisors sold 30,567 J.M. Smucker shares in Q3 2022, an estimated $3.91M.
Capitolis Advisors first reported a position in J.M. Smucker in Q4 2020 and held it in 4 quarters.
Capitolis Advisors's J.M. Smucker position peaked at $4.15M in Q4 2021.
881 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2022.

Based on Capitolis Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.