Hirtle Callaghan & Co’s J.M. Smucker SJM Stock Holding History

Hirtle Callaghan & Co’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
2022 Q1	–	Sell	-9,217	Closed	-$1.25M	–	131
2021 Q4	$1.25M	Buy	+9,217	New	+$1.18M	0.06%	49
2015 Q1	–	Sell	-31	Closed	-$3K	–	308
2014 Q4	$3K	Hold	31	–	–	﹤0.01%	487
2014 Q3	$3K	Hold	31	–	–	﹤0.01%	529
2014 Q2	$3K	Hold	31	–	–	﹤0.01%	558
2014 Q1	$3K	Buy	31 +12	+63%	+$1.17K	﹤0.01%	545
2013 Q4	$2K	Hold	19	–	–	﹤0.01%	546
2013 Q3	$2K	Buy	+19	New	+$2.06K	﹤0.01%	556

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Hirtle Callaghan & Co's SJM Position: Q1 2022 in Review

Hirtle Callaghan & Co sold out of J.M. Smucker (SJM) in Q1 2022, closing a stake of 9,217 shares — an estimated $1.25M sold.

Hirtle Callaghan & Co first reported a position in SJM in Q3 2013 and held it in 7 quarters. The position peaked at $1.25M in Q4 2021. 859 funds tracked by Wall St. Rank hold SJM as of Q1 2022.

Hirtle Callaghan & Co reported no remaining J.M. Smucker position as of Q1 2022 after selling out during the quarter.
Hirtle Callaghan & Co sold 9,217 J.M. Smucker shares in Q1 2022, an estimated $1.25M.
Hirtle Callaghan & Co first reported a position in J.M. Smucker in Q3 2013 and held it in 7 quarters.
Hirtle Callaghan & Co's J.M. Smucker position peaked at $1.25M in Q4 2021.
859 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2022.

Based on Hirtle Callaghan & Co's 13F filing for Q1 2022, filed 13 May 2022.