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Fund Management at Engine No 1’s J.M. Smucker SJM Stock Holding History

Fund Management at Engine No 1’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
-1,389
Closed -$205K – 450
2023
Q2 		$205K Buy
1,389
+95
+7% +$14.5K 0.04% 413
2023
Q1 		$204K Buy
+1,294
New +$197K 0.04% 394

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fund Management at Engine No 1's SJM Position: Q3 2023 in Review

Fund Management at Engine No 1 sold out of J.M. Smucker (SJM) in Q3 2023, closing a stake of 1,389 shares — an estimated $205K sold.

Fund Management at Engine No 1 first reported a position in SJM in Q1 2023 and held it in 2 quarters. The position peaked at $205K in Q2 2023. 883 funds tracked by Wall St. Rank hold SJM as of Q3 2023.

  • Fund Management at Engine No 1 reported no remaining J.M. Smucker position as of Q3 2023 after selling out during the quarter.
  • Fund Management at Engine No 1 sold 1,389 J.M. Smucker shares in Q3 2023, an estimated $205K.
  • Fund Management at Engine No 1 first reported a position in J.M. Smucker in Q1 2023 and held it in 2 quarters.
  • Fund Management at Engine No 1's J.M. Smucker position peaked at $205K in Q2 2023.
  • 883 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2023.

Based on Fund Management at Engine No 1's 13F filing for Q3 2023, filed 14 Nov 2023.