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Hancock Whitney’s J.M. Smucker SJM Stock Holding History

Hancock Whitney’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
-1,382
Closed -$204K – 645
2023
Q2 		$204K Sell
1,382
-3
-0.2% -$458 0.01% 600
2023
Q1 		$218K Hold
1,385
– – 0.01% 603
2022
Q4 		$219K Buy
+1,385
New +$206K 0.01% 588
2021
Q4 		– Sell
-1,713
Closed -$206K – 700
2021
Q3 		$206K Sell
1,713
-1,392
-45% -$177K 0.01% 646
2021
Q2 		$403K Buy
3,105
+475
+18% +$63.1K 0.01% 612
2021
Q1 		$333K Hold
2,630
– – 0.01% 626
2020
Q4 		$304K Buy
+2,630
New +$306K 0.01% 640
2019
Q1 		– Sell
-11,975
Closed -$1.12M – 862
2018
Q4 		$1.12M Sell
11,975
-1,932
-14% -$202K 0.04% 403
2018
Q3 		$1.43M Buy
13,907
+1,018
+8% +$111K 0.04% 409
2018
Q2 		$1.39M Sell
12,889
-1,991
-13% -$224K 0.06% 280
2018
Q1 		$1.85M Buy
+14,880
New +$1.86M 0.08% 205
2014
Q1 		– Sell
-2,585
Closed -$268K – 531
2013
Q4 		$268K Sell
2,585
-115,072
-98% -$12.2M 0.01% 460
2013
Q3 		$12.4M Sell
117,657
-7,538
-6% -$816K 0.57% 63
2013
Q2 		$12.9M Buy
+125,195
New +$12.7M 0.64% 48

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

Hancock Whitney's SJM Position: Q3 2023 in Review

Hancock Whitney sold out of J.M. Smucker (SJM) in Q3 2023, closing a stake of 1,382 shares — an estimated $204K sold.

Hancock Whitney first reported a position in SJM in Q2 2013 and held it in 14 quarters. The position peaked at $12.9M in Q2 2013. 884 funds tracked by Wall St. Rank hold SJM as of Q3 2023.

  • Hancock Whitney reported no remaining J.M. Smucker position as of Q3 2023 after selling out during the quarter.
  • Hancock Whitney sold 1,382 J.M. Smucker shares in Q3 2023, an estimated $204K.
  • Hancock Whitney first reported a position in J.M. Smucker in Q2 2013 and held it in 14 quarters.
  • Hancock Whitney's J.M. Smucker position peaked at $12.9M in Q2 2013.
  • 884 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2023.

Based on Hancock Whitney's 13F filing for Q3 2023, filed 13 Nov 2023.