Desjardins Global Asset Management’s J.M. Smucker SJM Stock Holding History

Desjardins Global Asset Management’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 Q4	$1.78M	Buy	14,066 +153	+1%	+$17.7K	0.19%	128
2023 Q3	$1.71M	Buy	13,913 +10,479	+305%	+$1.49M	0.19%	124
2023 Q2	$507K	Sell	3,434 -97	-3%	-$14.8K	0.06%	285
2023 Q1	$556K	Buy	3,531 +432	+14%	+$65.6K	0.07%	228
2022 Q4	$491K	Buy	3,099 +157	+5%	+$23.4K	0.08%	218
2022 Q3	$404K	Sell	2,942 -93	-3%	-$12.7K	0.05%	250
2022 Q2	$388K	Sell	3,035 -25	-0.8%	-$3.33K	0.05%	264
2022 Q1	$414K	Sell	3,060 -77	-2%	-$10.5K	0.04%	286
2021 Q4	$426K	Buy	+3,137	New	+$400K	0.04%	294

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Desjardins Global Asset Management's SJM Position: Q4 2023 in Review

Desjardins Global Asset Management increased its J.M. Smucker (SJM) stake by 1.1% in Q4 2023, buying an estimated $17.7K and bringing the position to 14,066 shares worth $1.78M. The position accounts for 0.19% of the portfolio, ranked #128.

Desjardins Global Asset Management first reported a position in SJM in Q4 2021 and has held it in 9 quarters since. 899 funds tracked by Wall St. Rank hold SJM as of Q4 2023.

Desjardins Global Asset Management held 14,066 shares of J.M. Smucker worth $1.78M as of Q4 2023.
Desjardins Global Asset Management bought 153 J.M. Smucker shares in Q4 2023, an estimated $17.7K.
J.M. Smucker made up 0.19% of Desjardins Global Asset Management's portfolio in Q4 2023, its #128 holding.
Desjardins Global Asset Management first reported a position in J.M. Smucker in Q4 2021 and has held it in 9 quarters since.
899 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.