Echo Street Capital Management’s J.M. Smucker SJM Stock Holding History

Echo Street Capital 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	–	Sell	-3,162	Closed	-$389K	–	360
2023 Q3	$389K	Buy	+3,162	New	+$449K	﹤0.01%	323
2022 Q4	–	Sell	-4,204	Closed	-$578K	–	636
2022 Q3	$578K	Buy	+4,204	New	+$573K	0.01%	242
2022 Q1	–	Sell	-3,133	Closed	-$426K	–	732
2021 Q4	$426K	Buy	+3,133	New	+$400K	﹤0.01%	451
2021 Q3	–	Sell	-3,302	Closed	-$428K	–	738
2021 Q2	$428K	Buy	+3,302	New	+$439K	﹤0.01%	410
2018 Q4	–	Sell	-213,031	Closed	-$21.9M	–	190
2018 Q3	$21.9M	Buy	213,031 +80,274	+60%	+$8.77M	0.48%	77
2018 Q2	$14.3M	Buy	+132,757	New	+$14.9M	0.35%	95
2017 Q4	–	Sell	-65,060	Closed	-$6.83M	–	158
2017 Q3	$6.83M	Sell	65,060 -43,370	-40%	-$4.95M	0.23%	114
2017 Q2	$12.8M	Sell	108,430 -36,622	-25%	-$4.63M	0.48%	72
2017 Q1	$19M	Buy	145,052 +54,165	+60%	+$7.36M	0.64%	60
2016 Q4	$11.6M	Buy	90,887 +55,109	+154%	+$7.14M	0.46%	73
2016 Q3	$4.85M	Buy	35,778 +24,594	+220%	+$3.61M	0.2%	130
2016 Q2	$1.71M	Sell	11,184 -101,913	-90%	-$13.6M	0.07%	137
2016 Q1	$14.7M	Buy	113,097 +59,144	+110%	+$7.45M	0.76%	46
2015 Q4	$6.66M	Sell	53,953 -99,749	-65%	-$11.9M	0.29%	118
2015 Q3	$17.5M	Buy	153,702 +49,515	+48%	+$5.52M	0.65%	58
2015 Q2	$11.3M	Buy	104,187 +59,255	+132%	+$6.86M	0.5%	76
2015 Q1	$5.2M	Sell	44,932 -49,509	-52%	-$5.43M	0.3%	113
2014 Q4	$9.54M	Sell	94,441 -70,865	-43%	-$7.18M	0.59%	63
2014 Q3	$16.4M	Buy	165,306 +11,446	+7%	+$1.17M	0.95%	42
2014 Q2	$16.4M	Sell	153,860 -105,534	-41%	-$10.6M	1.07%	32
2014 Q1	$25.2M	Buy	259,394 +115,912	+81%	+$11.3M	1.97%	12
2013 Q4	$14.9M	Buy	+143,482	New	+$15.2M	1.46%	28

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

Echo Street Capital Management's SJM Position: Q4 2023 in Review

Echo Street Capital Management sold out of J.M. Smucker (SJM) in Q4 2023, closing a stake of 3,162 shares — an estimated $389K sold.

Echo Street Capital Management first reported a position in SJM in Q4 2013 and held it in 22 quarters. The position peaked at $25.2M in Q1 2014. 900 funds tracked by Wall St. Rank hold SJM as of Q4 2023.

Echo Street Capital Management reported no remaining J.M. Smucker position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 3,162 J.M. Smucker shares in Q4 2023, an estimated $389K.
Echo Street Capital Management first reported a position in J.M. Smucker in Q4 2013 and held it in 22 quarters.
Echo Street Capital Management's J.M. Smucker position peaked at $25.2M in Q1 2014.
900 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.