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Cutter & Co Brokerage’s J.M. Smucker SJM Stock Holding History

Cutter & Co Brokerage’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
Q2 		– Sell
-1,411
Closed -$222K – 220
2023
Q1 		$222K Sell
1,411
-154
-10% -$23.4K 0.07% 182
2022
Q4 		$248K Buy
1,565
+3
+0.2% +$447 0.08% 167
2022
Q3 		$215K Buy
+1,562
New +$213K 0.08% 179
2022
Q1 		– Sell
-1,519
Closed -$206K – 270
2021
Q4 		$206K Buy
+1,519
New +$194K 0.06% 250
2020
Q2 		– Sell
-1,867
Closed -$207K – 269
2020
Q1 		$207K Buy
+1,867
New +$200K 0.08% 184
2019
Q4 		– Sell
-1,965
Closed -$216K – 292
2019
Q3 		$216K Buy
1,965
+34
+2% +$3.79K 0.07% 254
2019
Q2 		$223K Buy
+1,931
New +$236K 0.07% 253

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cutter & Co Brokerage's SJM Position: Q2 2023 in Review

Cutter & Co Brokerage sold out of J.M. Smucker (SJM) in Q2 2023, closing a stake of 1,411 shares — an estimated $222K sold.

Cutter & Co Brokerage first reported a position in SJM in Q2 2019 and held it in 7 quarters. The position peaked at $248K in Q4 2022. 922 funds tracked by Wall St. Rank hold SJM as of Q2 2023.

  • Cutter & Co Brokerage reported no remaining J.M. Smucker position as of Q2 2023 after selling out during the quarter.
  • Cutter & Co Brokerage sold 1,411 J.M. Smucker shares in Q2 2023, an estimated $222K.
  • Cutter & Co Brokerage first reported a position in J.M. Smucker in Q2 2019 and held it in 7 quarters.
  • Cutter & Co Brokerage's J.M. Smucker position peaked at $248K in Q4 2022.
  • 922 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2023.

Based on Cutter & Co Brokerage's 13F filing for Q2 2023, filed 1 Aug 2023.