EARNEST Partners’s J.M. Smucker SJM Stock Holding History

EARNEST Partners’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	–	Sell	-39	Closed	-$4.79K	–	961
2023 Q3	$4.79K	Hold	39	–	–	﹤0.01%	817
2023 Q2	$5.76K	Hold	39	–	–	﹤0.01%	761
2023 Q1	$6.14K	Hold	39	–	–	﹤0.01%	731
2022 Q4	$6.18K	Hold	39	–	–	﹤0.01%	732
2022 Q3	$5K	Hold	39	–	–	﹤0.01%	775
2022 Q2	$5K	Hold	39	–	–	﹤0.01%	812
2022 Q1	$5K	Hold	39	–	–	﹤0.01%	858
2021 Q4	$5K	Hold	39	–	–	﹤0.01%	868
2021 Q3	$5K	Hold	39	–	–	﹤0.01%	864
2021 Q2	$5K	Hold	39	–	–	﹤0.01%	874
2021 Q1	$5K	Hold	39	–	–	﹤0.01%	861
2020 Q4	$5K	Hold	39	–	–	﹤0.01%	835
2020 Q3	$5K	Hold	39	–	–	﹤0.01%	779
2020 Q2	$4K	Hold	39	–	–	﹤0.01%	814
2020 Q1	$4K	Hold	39	–	–	﹤0.01%	744
2019 Q4	$4K	Hold	39	–	–	﹤0.01%	863
2019 Q3	$4K	Hold	39	–	–	﹤0.01%	833
2019 Q2	$4K	Hold	39	–	–	﹤0.01%	851
2019 Q1	$5K	Hold	39	–	–	﹤0.01%	767
2018 Q4	$4K	Hold	39	–	–	﹤0.01%	798
2018 Q3	$4K	Hold	39	–	–	﹤0.01%	873
2018 Q2	$4K	Sell	39 -37	-49%	-$4.16K	﹤0.01%	868
2018 Q1	$9K	Hold	76	–	–	﹤0.01%	592
2017 Q4	$9K	Buy	+76	New	+$8.44K	﹤0.01%	586
2017 Q1	–	Sell	-76	Closed	-$10K	–	791
2016 Q4	$10K	Buy	+76	New	+$9.85K	﹤0.01%	535

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EARNEST Partners's SJM Position: Q4 2023 in Review

EARNEST Partners sold out of J.M. Smucker (SJM) in Q4 2023, closing a stake of 39 shares — an estimated $4.79K sold.

EARNEST Partners first reported a position in SJM in Q4 2016 and held it in 25 quarters. The position peaked at $10K in Q4 2016. 900 funds tracked by Wall St. Rank hold SJM as of Q4 2023.

EARNEST Partners reported no remaining J.M. Smucker position as of Q4 2023 after selling out during the quarter.
EARNEST Partners sold 39 J.M. Smucker shares in Q4 2023, an estimated $4.79K.
EARNEST Partners first reported a position in J.M. Smucker in Q4 2016 and held it in 25 quarters.
EARNEST Partners's J.M. Smucker position peaked at $10K in Q4 2016.
900 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2023.

Based on EARNEST Partners's 13F filing for Q4 2023, filed 14 Feb 2024.