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Cypress Capital Group’s J.M. Smucker SJM Stock Holding History

Cypress Capital Group’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
Q2 		– Sell
-1,895
Closed -$239K – 304
2024
Q1 		$239K Buy
1,895
+125
+7% +$15.8K 0.03% 275
2023
Q4 		$224K Sell
1,770
-83
-4% -$9.62K 0.03% 282
2023
Q3 		$228K Buy
+1,853
New +$263K 0.03% 277
2023
Q1 		– Sell
-2,115
Closed -$335K – 312
2022
Q4 		$335K Buy
+2,115
New +$315K 0.05% 244
2022
Q3 		– Sell
-2,069
Closed -$265K – 291
2022
Q2 		$265K Sell
2,069
-9
-0.4% -$1.2K 0.04% 256
2022
Q1 		$291K Sell
2,078
-5,482
-73% -$747K 0.04% 268
2021
Q4 		$1.03M Sell
7,560
-1,342
-15% -$171K 0.13% 138
2021
Q3 		$1.07M Sell
8,902
-514
-5% -$65.3K 0.15% 130
2021
Q2 		$1.22M Sell
9,416
-141
-1% -$18.7K 0.17% 124
2021
Q1 		$1.21M Buy
9,557
+3,986
+72% +$471K 0.17% 124
2020
Q4 		$644K Buy
5,571
+18
+0.3% +$2.09K 0.1% 177
2020
Q3 		$641K Buy
5,553
+53
+1% +$5.91K 0.11% 152
2020
Q2 		$582K Buy
+5,500
New +$618K 0.11% 154
2017
Q4 		– Sell
-4,521
Closed -$474K – 209
2017
Q3 		$474K Buy
+4,521
New +$516K 0.1% 152
2016
Q4 		– Sell
-5,888
Closed -$798K – 192
2016
Q3 		$798K Buy
5,888
+3,793
+181% +$557K 0.19% 100
2016
Q2 		$319K Buy
+2,095
New +$279K 0.07% 147

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cypress Capital Group's SJM Position: Q2 2024 in Review

Cypress Capital Group sold out of J.M. Smucker (SJM) in Q2 2024, closing a stake of 1,895 shares — an estimated $239K sold.

Cypress Capital Group first reported a position in SJM in Q2 2016 and held it in 16 quarters. The position peaked at $1.22M in Q2 2021. 852 funds tracked by Wall St. Rank hold SJM as of Q2 2024.

  • Cypress Capital Group reported no remaining J.M. Smucker position as of Q2 2024 after selling out during the quarter.
  • Cypress Capital Group sold 1,895 J.M. Smucker shares in Q2 2024, an estimated $239K.
  • Cypress Capital Group first reported a position in J.M. Smucker in Q2 2016 and held it in 16 quarters.
  • Cypress Capital Group's J.M. Smucker position peaked at $1.22M in Q2 2021.
  • 852 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2024.

Based on Cypress Capital Group's 13F filing for Q2 2024, filed 25 Jul 2024.