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F3Logic’s J.M. Smucker SJM Stock Holding History

F3Logic’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
Q4 		$793K Sell
5,002
-1,289
-20% -$192K 0.17% 77
2022
Q3 		$866K Buy
6,291
+14
+0.2% +$1.91K 0.18% 73
2022
Q2 		$804K Buy
+6,277
New +$837K 0.14% 89

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

F3Logic's SJM Position: Q4 2022 in Review

F3Logic reduced its J.M. Smucker (SJM) stake by 20% in Q4 2022, selling an estimated $192K and leaving 5,002 shares worth $793K. The position accounts for 0.17% of the portfolio, ranked #77.

F3Logic first reported a position in SJM in Q2 2022 and has held it in 3 quarters since. The position peaked at $866K in Q3 2022. 925 funds tracked by Wall St. Rank hold SJM as of Q4 2022.

  • F3Logic held 5,002 shares of J.M. Smucker worth $793K as of Q4 2022.
  • F3Logic sold 1,289 J.M. Smucker shares in Q4 2022, an estimated $192K.
  • J.M. Smucker made up 0.17% of F3Logic's portfolio in Q4 2022, its #77 holding.
  • F3Logic first reported a position in J.M. Smucker in Q2 2022 and has held it in 3 quarters since.
  • F3Logic's J.M. Smucker position peaked at $866K in Q3 2022.
  • 925 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2022.

Based on F3Logic's 13F filing for Q4 2022, filed 14 Feb 2023.