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Eagle Bay Advisors’s J.M. Smucker SJM Stock Holding History

Eagle Bay Advisors’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
-9
Closed -$1.42K – 911
2023
Q1 		$1.42K Hold
9
– – ﹤0.01% 796
2022
Q4 		$1.43K Hold
9
– – ﹤0.01% 803
2022
Q3 		$1K Sell
9
-200
-96% -$27.3K ﹤0.01% 864
2022
Q2 		$26.8K Buy
+209
New +$27.9K 0.02% 504
2022
Q1 		– Sell
-358
Closed -$49K – 856
2021
Q4 		$49K Sell
358
-358
-50% -$45.7K 0.03% 382
2021
Q3 		$86K Buy
716
+366
+105% +$46.5K 0.05% 283
2021
Q2 		$46K Buy
+350
New +$46.5K 0.04% 363

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

Eagle Bay Advisors's SJM Position: Q2 2023 in Review

Eagle Bay Advisors sold out of J.M. Smucker (SJM) in Q2 2023, closing a stake of 9 shares — an estimated $1.42K sold.

Eagle Bay Advisors first reported a position in SJM in Q2 2021 and held it in 7 quarters. The position peaked at $86K in Q3 2021. 922 funds tracked by Wall St. Rank hold SJM as of Q2 2023.

  • Eagle Bay Advisors reported no remaining J.M. Smucker position as of Q2 2023 after selling out during the quarter.
  • Eagle Bay Advisors sold 9 J.M. Smucker shares in Q2 2023, an estimated $1.42K.
  • Eagle Bay Advisors first reported a position in J.M. Smucker in Q2 2021 and held it in 7 quarters.
  • Eagle Bay Advisors's J.M. Smucker position peaked at $86K in Q3 2021.
  • 922 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2023.

Based on Eagle Bay Advisors's 13F filing for Q2 2023, filed 10 Aug 2023.