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

Empirical 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
2024
Q1 		– Sell
-4,769
Closed -$603K – 302
2023
Q4 		$603K Sell
4,769
-418
-8% -$48.4K 0.49% 74
2023
Q3 		$638K Buy
+5,187
New +$737K 0.56% 58
2022
Q2 		– Sell
-3,725
Closed -$504K – 176
2022
Q1 		$504K Sell
3,725
-1,272
-25% -$173K 0.48% 76
2021
Q4 		$679K Buy
+4,997
New +$637K 0.66% 49

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Empirical Asset Management's SJM Position: Q1 2024 in Review

Empirical Asset Management sold out of J.M. Smucker (SJM) in Q1 2024, closing a stake of 4,769 shares — an estimated $603K sold.

Empirical Asset Management first reported a position in SJM in Q4 2021 and held it in 4 quarters. The position peaked at $679K in Q4 2021. 883 funds tracked by Wall St. Rank hold SJM as of Q1 2024.

  • Empirical Asset Management reported no remaining J.M. Smucker position as of Q1 2024 after selling out during the quarter.
  • Empirical Asset Management sold 4,769 J.M. Smucker shares in Q1 2024, an estimated $603K.
  • Empirical Asset Management first reported a position in J.M. Smucker in Q4 2021 and held it in 4 quarters.
  • Empirical Asset Management's J.M. Smucker position peaked at $679K in Q4 2021.
  • 883 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2024.

Based on Empirical Asset Management's 13F filing for Q1 2024, filed 10 May 2024.