Column Capital Advisors’s J.M. Smucker SJM Stock Holding History

Column Capital 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
2023 Q3	–	Hold	0	–	–	–	798
2023 Q2	–	Hold	0	–	–	–	811
2023 Q1	–	Hold	0	–	–	–	828
2022 Q4	–	Hold	0	–	–	–	835
2022 Q1	–	Sell	-111	Closed	-$15.1K	–	802
2021 Q4	$15K	Buy	111 +103	+1,288%	+$13.1K	﹤0.01%	462
2021 Q3	$1K	Sell	8 -4	-33%	-$509	﹤0.01%	699
2021 Q2	$2K	Hold	12	–	–	﹤0.01%	641
2021 Q1	$2K	Hold	12	–	–	﹤0.01%	629
2020 Q4	$1K	Hold	12	–	–	﹤0.01%	671
2020 Q3	$1K	Hold	12	–	–	﹤0.01%	659
2020 Q2	$1K	Hold	12	–	–	﹤0.01%	788
2020 Q1	$1K	Hold	12	–	–	﹤0.01%	667
2019 Q4	$1K	Buy	+12	New	+$1.27K	﹤0.01%	693

Other funds holding SJM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Column Capital Advisors's SJM Position: Q3 2023 in Review

Column Capital Advisors held its J.M. Smucker (SJM) position steady in Q3 2023 at 0 shares worth $16. The position accounts for ﹤0.01% of the portfolio, ranked #798.

Column Capital Advisors first reported a position in SJM in Q4 2019 and has held it in 9 quarters since. The position peaked at $15K in Q4 2021. 884 funds tracked by Wall St. Rank hold SJM as of Q3 2023.

Column Capital Advisors held 0 shares of J.M. Smucker worth $16 as of Q3 2023.
Column Capital Advisors left its J.M. Smucker share count unchanged in Q3 2023.
J.M. Smucker made up ﹤0.01% of Column Capital Advisors's portfolio in Q3 2023, its #798 holding.
Column Capital Advisors first reported a position in J.M. Smucker in Q4 2019 and has held it in 9 quarters since.
Column Capital Advisors's J.M. Smucker position peaked at $15K in Q4 2021.
884 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.