InterOcean Capital Group’s J.M. Smucker SJM Stock Holding History

InterOcean Capital Group’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
2024 Q1	$200K	Sell	1,591 -301	-16%	-$38.1K	﹤0.01%	460
2023 Q4	$239K	Sell	1,892 -2,331	-55%	-$270K	0.01%	410
2023 Q3	$519K	Buy	4,223 +1,900	+82%	+$270K	0.02%	269
2023 Q2	$343K	Buy	2,323 +700	+43%	+$107K	0.01%	335
2023 Q1	$255K	Buy	1,623 +200	+14%	+$30.4K	0.01%	346
2022 Q4	$225K	Sell	1,423 -300	-17%	-$44.7K	0.01%	364
2022 Q3	$237K	Buy	+1,723	New	+$235K	0.01%	348

Other funds holding SJM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

InterOcean Capital Group's SJM Position: Q1 2024 in Review

InterOcean Capital Group reduced its J.M. Smucker (SJM) stake by 16% in Q1 2024, selling an estimated $38.1K and leaving 1,591 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #460.

InterOcean Capital Group first reported a position in SJM in Q3 2022 and has held it in 7 quarters since. The position peaked at $519K in Q3 2023. 883 funds tracked by Wall St. Rank hold SJM as of Q1 2024.

InterOcean Capital Group held 1,591 shares of J.M. Smucker worth $200K as of Q1 2024.
InterOcean Capital Group sold 301 J.M. Smucker shares in Q1 2024, an estimated $38.1K.
J.M. Smucker made up ﹤0.01% of InterOcean Capital Group's portfolio in Q1 2024, its #460 holding.
InterOcean Capital Group first reported a position in J.M. Smucker in Q3 2022 and has held it in 7 quarters since.
InterOcean Capital Group's J.M. Smucker position peaked at $519K in Q3 2023.
883 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.