De Burlo Group’s J.M. Smucker SJM Stock Holding History

De Burlo 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
2022 Q3	–	Sell	-3,542	Closed	-$453K	–	219
2022 Q2	$453K	Buy	+3,542	New	+$472K	0.13%	42
2016 Q4	–	Sell	-17,900	Closed	-$2.43M	–	105
2016 Q3	$2.43M	Sell	17,900 -8,900	-33%	-$1.31M	0.67%	59
2016 Q2	$4.08M	Buy	+26,800	New	+$3.56M	0.99%	41
2014 Q1	–	Sell	-4,000	Closed	-$414K	–	104
2013 Q4	$414K	Hold	4,000	–	–	0.1%	80
2013 Q3	$420K	Buy	+4,000	New	+$433K	0.11%	78

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

De Burlo Group's SJM Position: Q3 2022 in Review

De Burlo Group sold out of J.M. Smucker (SJM) in Q3 2022, closing a stake of 3,542 shares — an estimated $453K sold.

De Burlo Group first reported a position in SJM in Q3 2013 and held it in 5 quarters. The position peaked at $4.08M in Q2 2016. 881 funds tracked by Wall St. Rank hold SJM as of Q3 2022.

De Burlo Group reported no remaining J.M. Smucker position as of Q3 2022 after selling out during the quarter.
De Burlo Group sold 3,542 J.M. Smucker shares in Q3 2022, an estimated $453K.
De Burlo Group first reported a position in J.M. Smucker in Q3 2013 and held it in 5 quarters.
De Burlo Group's J.M. Smucker position peaked at $4.08M in Q2 2016.
881 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2022.

Based on De Burlo Group's 13F filing for Q3 2022, filed 14 Nov 2022.