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

Eudaimonia 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 Q2	–	Sell	-2,139	Closed	-$337K	–	368
2023 Q1	$337K	Buy	+2,139	New	+$325K	0.08%	239
2022 Q3	–	Sell	-1,789	Closed	-$229K	–	402
2022 Q2	$229K	Hold	1,789	–	–	0.04%	343
2022 Q1	$242K	Buy	+1,789	New	+$244K	0.04%	350
2021 Q3	$215K	Hold	1,789	–	–	0.04%	359
2021 Q2	$232K	Buy	1,789 +306	+21%	+$40.6K	0.04%	343
2021 Q1	$188K	Sell	1,483 -1	-0.1%	-$118	0.04%	343
2020 Q4	$172K	Buy	1,484 +16	+1%	+$1.86K	0.04%	335
2020 Q3	$170K	Buy	1,468 +882	+151%	+$98.3K	0.04%	308
2020 Q2	$62K	Hold	586	–	–	0.02%	452
2020 Q1	$65K	Hold	586	–	–	0.03%	412
2019 Q4	$61K	Buy	+586	New	+$62K	0.02%	450

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Eudaimonia Partners's SJM Position: Q2 2023 in Review

Eudaimonia Partners sold out of J.M. Smucker (SJM) in Q2 2023, closing a stake of 2,139 shares — an estimated $337K sold.

Eudaimonia Partners first reported a position in SJM in Q4 2019 and held it in 11 quarters. The position peaked at $337K in Q1 2023. 923 funds tracked by Wall St. Rank hold SJM as of Q2 2023.

Eudaimonia Partners reported no remaining J.M. Smucker position as of Q2 2023 after selling out during the quarter.
Eudaimonia Partners sold 2,139 J.M. Smucker shares in Q2 2023, an estimated $337K.
Eudaimonia Partners first reported a position in J.M. Smucker in Q4 2019 and held it in 11 quarters.
Eudaimonia Partners's J.M. Smucker position peaked at $337K in Q1 2023.
923 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2023.

Based on Eudaimonia Partners's 13F filing for Q2 2023, filed 19 Jul 2023.