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Clarius Group LLC’s J.M. Smucker SJM Stock Holding History

Clarius Group LLC’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
-1,676
Closed -$247K – 510
2023
Q2 		$247K Sell
1,676
-96
-5% -$14.6K 0.02% 446
2023
Q1 		$279K Buy
1,772
+237
+15% +$36K 0.02% 404
2022
Q4 		$243K Buy
1,535
+23
+2% +$3.43K 0.02% 434
2022
Q3 		$208K Buy
+1,512
New +$206K 0.02% 447

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

Clarius Group LLC's SJM Position: Q3 2023 in Review

Clarius Group LLC sold out of J.M. Smucker (SJM) in Q3 2023, closing a stake of 1,676 shares — an estimated $247K sold.

Clarius Group LLC first reported a position in SJM in Q3 2022 and held it in 4 quarters. The position peaked at $279K in Q1 2023. 883 funds tracked by Wall St. Rank hold SJM as of Q3 2023.

  • Clarius Group LLC reported no remaining J.M. Smucker position as of Q3 2023 after selling out during the quarter.
  • Clarius Group LLC sold 1,676 J.M. Smucker shares in Q3 2023, an estimated $247K.
  • Clarius Group LLC first reported a position in J.M. Smucker in Q3 2022 and held it in 4 quarters.
  • Clarius Group LLC's J.M. Smucker position peaked at $279K in Q1 2023.
  • 883 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2023.

Based on Clarius Group LLC's 13F filing for Q3 2023, filed 19 Oct 2023.