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Gyroscope Capital Management Group’s J.M. Smucker SJM Stock Holding History

Gyroscope Capital Management Group’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 		$347K Buy
2,822
+1,222
+76% +$174K 0.08% 155
2023
Q2 		$236K Buy
+1,600
New +$244K 0.05% 162

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

Gyroscope Capital Management Group's SJM Position: Q3 2023 in Review

Gyroscope Capital Management Group increased its J.M. Smucker (SJM) stake by 76% in Q3 2023, buying an estimated $174K and bringing the position to 2,822 shares worth $347K. The position accounts for 0.08% of the portfolio, ranked #155.

Gyroscope Capital Management Group first reported a position in SJM in Q2 2023 and has held it in 2 quarters since. 883 funds tracked by Wall St. Rank hold SJM as of Q3 2023.

  • Gyroscope Capital Management Group held 2,822 shares of J.M. Smucker worth $347K as of Q3 2023.
  • Gyroscope Capital Management Group bought 1,222 J.M. Smucker shares in Q3 2023, an estimated $174K.
  • J.M. Smucker made up 0.08% of Gyroscope Capital Management Group's portfolio in Q3 2023, its #155 holding.
  • Gyroscope Capital Management Group first reported a position in J.M. Smucker in Q2 2023 and has held it in 2 quarters since.
  • 883 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2023.

Based on Gyroscope Capital Management Group's 13F filing for Q3 2023, filed 13 Nov 2023.