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Founders Capital Management (Connecticut)’s J.M. Smucker SJM Stock Holding History

Founders Capital Management (Connecticut)’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
Q3 		– Sell
-6,289
Closed -$929K – 78
2023
Q2 		$929K Hold
6,289
– – 0.21% 45
2023
Q1 		$990K Sell
6,289
-281
-4% -$42.7K 0.25% 41
2022
Q4 		$1.04M Sell
6,570
-150
-2% -$22.3K 0.28% 40
2022
Q3 		$923K Sell
6,720
-167
-2% -$22.8K 0.26% 43
2022
Q2 		$882K Sell
6,887
-5
-0.1% -$667 0.23% 46
2022
Q1 		$933K Buy
6,892
+19
+0.3% +$2.59K 0.2% 44
2021
Q4 		$933K Sell
6,873
-10,763
-61% -$1.37M 0.2% 41
2021
Q3 		$2.12M Sell
17,636
-125
-0.7% -$15.9K 0.53% 34
2021
Q2 		$2.3M Sell
17,761
-114
-0.6% -$15.1K 0.56% 35
2021
Q1 		$2.26M Sell
17,875
-424
-2% -$50K 0.57% 35
2020
Q4 		$2.12M Sell
18,299
-152
-0.8% -$17.7K 0.61% 35
2020
Q3 		$2.13M Sell
18,451
-217
-1% -$24.2K 0.68% 31
2020
Q2 		$1.98M Sell
18,668
-1,203
-6% -$135K 0.68% 32
2020
Q1 		$2.21M Sell
19,871
-6,269
-24% -$670K 0.88% 29
2019
Q4 		$2.72M Sell
26,140
-96
-0.4% -$10.2K 0.9% 24
2019
Q3 		$2.83M Buy
26,236
+232
+0.9% +$25.9K 1% 22
2019
Q2 		$3M Sell
26,004
-1,000
-4% -$122K 1.06% 22
2019
Q1 		$3.15M Buy
27,004
+22,302
+474% +$2.33M 1.15% 21
2018
Q4 		$440K Hold
4,702
– – 0.19% 35
2018
Q3 		$479K Buy
4,702
+2,346
+100% +$256K 0.2% 38
2018
Q2 		$253K Buy
+2,356
New +$265K 0.12% 47

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Founders Capital Management (Connecticut)'s SJM Position: Q3 2023 in Review

Founders Capital Management (Connecticut) sold out of J.M. Smucker (SJM) in Q3 2023, closing a stake of 6,289 shares — an estimated $929K sold.

Founders Capital Management (Connecticut) first reported a position in SJM in Q2 2018 and held it in 21 quarters. The position peaked at $3.15M in Q1 2019. 884 funds tracked by Wall St. Rank hold SJM as of Q3 2023.

  • Founders Capital Management (Connecticut) reported no remaining J.M. Smucker position as of Q3 2023 after selling out during the quarter.
  • Founders Capital Management (Connecticut) sold 6,289 J.M. Smucker shares in Q3 2023, an estimated $929K.
  • Founders Capital Management (Connecticut) first reported a position in J.M. Smucker in Q2 2018 and held it in 21 quarters.
  • Founders Capital Management (Connecticut)'s J.M. Smucker position peaked at $3.15M in Q1 2019.
  • 884 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2023.

Based on Founders Capital Management (Connecticut)'s 13F filing for Q3 2023, filed 24 Oct 2023.