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Edge Capital Group’s J.M. Smucker SJM Stock Holding History

Edge Capital 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
2023
Q3 		– Sell
-12,553
Closed -$1.85M – 315
2023
Q2 		$1.85M Hold
12,553
– – 0.11% 134
2023
Q1 		$1.98M Buy
+12,553
New +$1.91M 0.12% 127
2022
Q4 		– Sell
-1,566
Closed -$215K – 404
2022
Q3 		$215K Buy
+1,566
New +$213K 0.02% 267
2019
Q4 		– Sell
-58,330
Closed -$6.42M – 238
2019
Q3 		$6.42M Buy
58,330
+1,296
+2% +$144K 0.65% 41
2019
Q2 		$6.57M Buy
57,034
+507
+0.9% +$61.9K 0.63% 40
2019
Q1 		$6.58M Buy
56,527
+52,768
+1,404% +$5.52M 0.65% 43
2018
Q4 		$351K Buy
+3,759
New +$392K 0.04% 186

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Edge Capital Group's SJM Position: Q3 2023 in Review

Edge Capital Group sold out of J.M. Smucker (SJM) in Q3 2023, closing a stake of 12,553 shares — an estimated $1.85M sold.

Edge Capital Group first reported a position in SJM in Q4 2018 and held it in 7 quarters. The position peaked at $6.58M in Q1 2019. 883 funds tracked by Wall St. Rank hold SJM as of Q3 2023.

  • Edge Capital Group reported no remaining J.M. Smucker position as of Q3 2023 after selling out during the quarter.
  • Edge Capital Group sold 12,553 J.M. Smucker shares in Q3 2023, an estimated $1.85M.
  • Edge Capital Group first reported a position in J.M. Smucker in Q4 2018 and held it in 7 quarters.
  • Edge Capital Group's J.M. Smucker position peaked at $6.58M in Q1 2019.
  • 883 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2023.

Based on Edge Capital Group's 13F filing for Q3 2023, filed 13 Nov 2023.