CAS
SJM icon

CTC Alternative Strategies’s J.M. Smucker SJM Stock Holding History

CTC Alternative Strategies’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
Q3 		– Sell
-2,900
Closed -$316K – 182
2024
Q2 		$316K Buy
+2,900
New +$328K 0.13% 157
2023
Q3 		– Sell
-2,000
Closed -$295K – 173
2023
Q2 		$295K Buy
+2,000
New +$305K 0.37% 77
2015
Q3 		$1.64M Buy
+14,410
New +$1.61M 3.88% 8

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

CTC Alternative Strategies's SJM Position: Q3 2024 in Review

CTC Alternative Strategies sold out of J.M. Smucker (SJM) in Q3 2024, closing a stake of 2,900 shares — an estimated $316K sold.

CTC Alternative Strategies first reported a position in SJM in Q3 2015 and held it in 3 quarters. The position peaked at $1.64M in Q3 2015. 844 funds tracked by Wall St. Rank hold SJM as of Q3 2024.

  • CTC Alternative Strategies reported no remaining J.M. Smucker position as of Q3 2024 after selling out during the quarter.
  • CTC Alternative Strategies sold 2,900 J.M. Smucker shares in Q3 2024, an estimated $316K.
  • CTC Alternative Strategies first reported a position in J.M. Smucker in Q3 2015 and held it in 3 quarters.
  • CTC Alternative Strategies's J.M. Smucker position peaked at $1.64M in Q3 2015.
  • 844 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2024.

Based on CTC Alternative Strategies's 13F filing for Q3 2024, filed 15 Nov 2024.