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Fort LP’s J.M. Smucker SJM Stock Holding History

Fort LP’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
-1,703
Closed -$268K – 154
2023
Q1 		$268K Sell
1,703
-1,222
-42% -$186K 0.69% 87
2022
Q4 		$463K Sell
2,925
-1,088
-27% -$162K 0.7% 17
2022
Q3 		$551K Sell
4,013
-2,774
-41% -$378K 0.69% 14
2022
Q2 		$869K Sell
6,787
-4,064
-37% -$542K 0.59% 33
2022
Q1 		$1.47M Sell
10,851
-925
-8% -$126K 0.56% 45
2021
Q4 		$1.6M Sell
11,776
-411
-3% -$52.4K 0.52% 68
2021
Q3 		$1.46M Sell
12,187
-1,253
-9% -$159K 0.49% 80
2021
Q2 		$1.74M Sell
13,440
-1,038
-7% -$138K 0.5% 72
2021
Q1 		$1.83M Buy
14,478
+650
+5% +$76.7K 0.51% 72
2020
Q4 		$1.6M Buy
13,828
+3,057
+28% +$355K 0.48% 111
2020
Q3 		$1.24M Buy
10,771
+1,829
+20% +$204K 0.52% 55
2020
Q2 		$946K Sell
8,942
-13,995
-61% -$1.57M 0.51% 76
2020
Q1 		$2.55M Buy
22,937
+4,122
+22% +$441K 0.57% 30
2019
Q4 		$1.96M Buy
18,815
+7,962
+73% +$843K 0.35% 161
2019
Q3 		$1.19M Buy
10,853
+7,743
+249% +$863K 0.22% 193
2019
Q2 		$358K Buy
3,110
+2,214
+247% +$270K 0.07% 262
2019
Q1 		$104K Buy
896
+18
+2% +$1.88K 0.02% 323
2018
Q4 		$82K Buy
878
+829
+1,692% +$86.6K 0.02% 325
2018
Q3 		$5K Buy
+49
New +$5.35K ﹤0.01% 416

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fort LP's SJM Position: Q2 2023 in Review

Fort LP sold out of J.M. Smucker (SJM) in Q2 2023, closing a stake of 1,703 shares — an estimated $268K sold.

Fort LP first reported a position in SJM in Q3 2018 and held it in 19 quarters. The position peaked at $2.55M in Q1 2020. 922 funds tracked by Wall St. Rank hold SJM as of Q2 2023.

  • Fort LP reported no remaining J.M. Smucker position as of Q2 2023 after selling out during the quarter.
  • Fort LP sold 1,703 J.M. Smucker shares in Q2 2023, an estimated $268K.
  • Fort LP first reported a position in J.M. Smucker in Q3 2018 and held it in 19 quarters.
  • Fort LP's J.M. Smucker position peaked at $2.55M in Q1 2020.
  • 922 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2023.

Based on Fort LP's 13F filing for Q2 2023, filed 11 Aug 2023.