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Interchange Capital Partners’s J.M. Smucker SJM Stock Holding History

Interchange Capital Partners’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
Q3 		– Sell
-1,619
Closed -$207K – 172
2022
Q2 		$207K Sell
1,619
-829
-34% -$111K 0.23% 138
2022
Q1 		$331K Sell
2,448
-53
-2% -$7.22K 0.34% 102
2021
Q4 		$339K Buy
+2,501
New +$319K 0.34% 101

Other funds holding SJM

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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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Interchange Capital Partners's SJM Position: Q3 2022 in Review

Interchange Capital Partners sold out of J.M. Smucker (SJM) in Q3 2022, closing a stake of 1,619 shares — an estimated $207K sold.

Interchange Capital Partners first reported a position in SJM in Q4 2021 and held it in 3 quarters. The position peaked at $339K in Q4 2021. 881 funds tracked by Wall St. Rank hold SJM as of Q3 2022.

  • Interchange Capital Partners reported no remaining J.M. Smucker position as of Q3 2022 after selling out during the quarter.
  • Interchange Capital Partners sold 1,619 J.M. Smucker shares in Q3 2022, an estimated $207K.
  • Interchange Capital Partners first reported a position in J.M. Smucker in Q4 2021 and held it in 3 quarters.
  • Interchange Capital Partners's J.M. Smucker position peaked at $339K in Q4 2021.
  • 881 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2022.

Based on Interchange Capital Partners's 13F filing for Q3 2022, filed 7 Nov 2022.