Credit Suisse’s J.M. Smucker SJM Stock Holding History

Credit Suisse’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
2018 Q2	–	Sell	-20,000	Closed	-$2.48M	–	4129
2018 Q1	$2.48M	Hold	20,000	–	–	﹤0.01%	2251
2017 Q4	$2.48M	Hold	20,000	–	–	﹤0.01%	2272
2017 Q3	$2.1M	Buy	+20,000	New	+$2.28M	﹤0.01%	2505
2013 Q4	–	Sell	-7,900	Closed	-$830K	–	4696
2013 Q3	$830K	Hold	7,900	–	–	﹤0.01%	3108
2013 Q2	$815K	Buy	+7,900	New	+$804K	﹤0.01%	2955

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Credit Suisse's SJM Position: Q1 2024 in Review

Credit Suisse reduced its J.M. Smucker (SJM) stake by 13% in Q1 2024, selling an estimated $5.21M and leaving 278,337 shares worth $35M. The position accounts for 0.03% of the portfolio, ranked #466.

Credit Suisse first reported a position in SJM in Q2 2013 and has held it in 44 quarters since. The position peaked at $65.2M in Q3 2015. 883 funds tracked by Wall St. Rank hold SJM as of Q1 2024.

Credit Suisse held 278,337 shares of J.M. Smucker worth $35M as of Q1 2024.
Credit Suisse sold 41,143 J.M. Smucker shares in Q1 2024, an estimated $5.21M.
J.M. Smucker made up 0.03% of Credit Suisse's portfolio in Q1 2024, its #466 holding.
Credit Suisse first reported a position in J.M. Smucker in Q2 2013 and has held it in 44 quarters since.
Credit Suisse's J.M. Smucker position peaked at $65.2M in Q3 2015.
883 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.