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Hotaling Investment Management’s J.M. Smucker SJM Stock Holding History

Hotaling Investment Management’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
Q4 		$200K Buy
+1,264
New +$188K 0.09% 119
2022
Q3 		– Sell
-1,964
Closed -$252K – 125
2022
Q2 		$252K Buy
+1,964
New +$262K 0.11% 107
2022
Q1 		– Sell
-1,964
Closed -$267K – 142
2021
Q4 		$267K Buy
+1,964
New +$250K 0.09% 120

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Hotaling Investment Management's SJM Position: Q4 2022 in Review

Hotaling Investment Management opened a new position in J.M. Smucker (SJM) in Q4 2022: 1,264 shares worth $200K. The stake represents 0.09% of the portfolio and ranks #119 among its holdings. This is a return to the name: Hotaling Investment Management previously reported a position in SJM as recently as Q2 2022.

Hotaling Investment Management first reported a position in SJM in Q4 2021 and has held it in 3 quarters since. The position peaked at $267K in Q4 2021. 925 funds tracked by Wall St. Rank hold SJM as of Q4 2022.

  • Hotaling Investment Management held 1,264 shares of J.M. Smucker worth $200K as of Q4 2022.
  • J.M. Smucker was a new Hotaling Investment Management position in Q4 2022.
  • J.M. Smucker made up 0.09% of Hotaling Investment Management's portfolio in Q4 2022, its #119 holding.
  • Hotaling Investment Management first reported a position in J.M. Smucker in Q4 2021 and has held it in 3 quarters since.
  • Hotaling Investment Management's J.M. Smucker position peaked at $267K in Q4 2021.
  • 925 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2022.

Based on Hotaling Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.