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Gratus Capital’s J.M. Smucker SJM Stock Holding History

Gratus Capital’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
2024
Q2 		$236K Buy
2,167
+55
+3% +$6.22K 0.01% 331
2024
Q1 		$266K Hold
2,112
– – 0.01% 282
2023
Q4 		$267K Sell
2,112
-200
-9% -$23.2K 0.02% 229
2023
Q3 		$284K Hold
2,312
– – 0.02% 217
2023
Q2 		$341K Hold
2,312
– – 0.02% 196
2023
Q1 		$364K Hold
2,312
– – 0.03% 174
2022
Q4 		$366K Hold
2,312
– – 0.03% 178
2022
Q3 		$318K Buy
2,312
+195
+9% +$26.6K 0.03% 168
2022
Q2 		$271K Hold
2,117
– – 0.03% 162
2022
Q1 		$287K Hold
2,117
– – 0.03% 174
2021
Q4 		$288K Hold
2,117
– – 0.03% 177
2021
Q3 		$254K Hold
2,117
– – 0.03% 173
2021
Q2 		$274K Hold
2,117
– – 0.03% 170
2021
Q1 		$268K Sell
2,117
-245
-10% -$28.9K 0.03% 164
2020
Q4 		$273K Buy
2,362
+245
+12% +$28.5K 0.04% 158
2020
Q3 		$245K Hold
2,117
– – 0.04% 152
2020
Q2 		$224K Hold
2,117
– – 0.04% 152
2020
Q1 		$235K Sell
2,117
-75
-3% -$8.02K 0.04% 151
2019
Q4 		$228K Hold
2,192
– – 0.03% 170
2019
Q3 		$241K Hold
2,192
– – 0.04% 157
2019
Q2 		$252K Hold
2,192
– – 0.04% 153
2019
Q1 		$255K Sell
2,192
-425
-16% -$44.4K 0.04% 155
2018
Q4 		$245K Sell
2,617
-175
-6% -$18.3K 0.05% 154
2018
Q3 		$286K Hold
2,792
– – 0.04% 153
2018
Q2 		$300K Sell
2,792
-165
-6% -$18.5K 0.04% 146
2018
Q1 		$367K Hold
2,957
– – 0.05% 145
2017
Q4 		$367K Hold
2,957
– – 0.05% 147
2017
Q3 		$310K Hold
2,957
– – 0.04% 155
2017
Q2 		$350K Hold
2,957
– – 0.05% 147
2017
Q1 		$388K Hold
2,957
– – 0.06% 140
2016
Q4 		$379K Hold
2,957
– – 0.06% 143
2016
Q3 		$401K Hold
2,957
– – 0.06% 142
2016
Q2 		$451K Buy
+2,957
New +$393K 0.07% 137

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Gratus Capital's SJM Position: Q2 2024 in Review

Gratus Capital increased its J.M. Smucker (SJM) stake by 2.6% in Q2 2024, buying an estimated $6.22K and bringing the position to 2,167 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #331.

Gratus Capital first reported a position in SJM in Q2 2016 and has held it in 33 quarters since. The position peaked at $451K in Q2 2016. 851 funds tracked by Wall St. Rank hold SJM as of Q2 2024.

  • Gratus Capital held 2,167 shares of J.M. Smucker worth $236K as of Q2 2024.
  • Gratus Capital bought 55 J.M. Smucker shares in Q2 2024, an estimated $6.22K.
  • J.M. Smucker made up 0.01% of Gratus Capital's portfolio in Q2 2024, its #331 holding.
  • Gratus Capital first reported a position in J.M. Smucker in Q2 2016 and has held it in 33 quarters since.
  • Gratus Capital's J.M. Smucker position peaked at $451K in Q2 2016.
  • 851 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2024.

Based on Gratus Capital's 13F filing for Q2 2024, filed 25 Jul 2024.