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Excalibur Management’s J.M. Smucker SJM Stock Holding History

Excalibur 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
2022
Q3 		– Sell
-1,915
Closed -$245K – 154
2022
Q2 		$245K Sell
1,915
-498
-21% -$66.4K 0.13% 128
2022
Q1 		$327K Sell
2,413
-25
-1% -$3.41K 0.14% 121
2021
Q4 		$331K Sell
2,438
-135
-5% -$17.2K 0.13% 128
2021
Q3 		$309K Hold
2,573
– – 0.14% 128
2021
Q2 		$333K Sell
2,573
-5
-0.2% -$664 0.15% 120
2021
Q1 		$326K Sell
2,578
-325
-11% -$38.4K 0.16% 118
2020
Q4 		$336K Sell
2,903
-600
-17% -$69.7K 0.18% 107
2020
Q3 		$405K Buy
+3,503
New +$390K 0.25% 83

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Excalibur Management's SJM Position: Q3 2022 in Review

Excalibur Management sold out of J.M. Smucker (SJM) in Q3 2022, closing a stake of 1,915 shares — an estimated $245K sold.

Excalibur Management first reported a position in SJM in Q3 2020 and held it in 8 quarters. The position peaked at $405K in Q3 2020. 883 funds tracked by Wall St. Rank hold SJM as of Q3 2022.

  • Excalibur Management reported no remaining J.M. Smucker position as of Q3 2022 after selling out during the quarter.
  • Excalibur Management sold 1,915 J.M. Smucker shares in Q3 2022, an estimated $245K.
  • Excalibur Management first reported a position in J.M. Smucker in Q3 2020 and held it in 8 quarters.
  • Excalibur Management's J.M. Smucker position peaked at $405K in Q3 2020.
  • 883 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2022.

Based on Excalibur Management's 13F filing for Q3 2022, filed 4 Nov 2022.