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

Industrial Alliance 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
2023
Q2 		– Sell
-1,822
Closed -$287K – 445
2023
Q1 		$287K Buy
+1,822
New +$277K 0.01% 409

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Industrial Alliance Investment Management's SJM Position: Q2 2023 in Review

Industrial Alliance Investment Management sold out of J.M. Smucker (SJM) in Q2 2023, closing a stake of 1,822 shares — an estimated $287K sold.

Industrial Alliance Investment Management first reported a position in SJM in Q1 2023 and held it in 1 quarter. The position peaked at $287K in Q1 2023. 923 funds tracked by Wall St. Rank hold SJM as of Q2 2023.

  • Industrial Alliance Investment Management reported no remaining J.M. Smucker position as of Q2 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 1,822 J.M. Smucker shares in Q2 2023, an estimated $287K.
  • Industrial Alliance Investment Management first reported a position in J.M. Smucker in Q1 2023 and held it in 1 quarter.
  • Industrial Alliance Investment Management's J.M. Smucker position peaked at $287K in Q1 2023.
  • 923 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.