IC
SJM icon

Intersect Capital’s J.M. Smucker SJM Stock Holding History

Intersect Capital’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
Q2 		$200K Sell
1,565
-231
-13% -$30.8K 0.06% 327
2022
Q1 		$243K Sell
1,796
-184
-9% -$25.1K 0.05% 367
2021
Q4 		$269K Buy
1,980
+279
+16% +$35.6K 0.05% 335
2021
Q3 		$204K Buy
1,701
+104
+7% +$13.2K 0.03% 375
2021
Q2 		$207K Buy
+1,597
New +$212K 0.04% 346

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Intersect Capital's SJM Position: Q2 2022 in Review

Intersect Capital reduced its J.M. Smucker (SJM) stake by 13% in Q2 2022, selling an estimated $30.8K and leaving 1,565 shares worth $200K. The position accounts for 0.06% of the portfolio, ranked #327.

Intersect Capital first reported a position in SJM in Q2 2021 and has held it in 5 quarters since. The position peaked at $269K in Q4 2021. 862 funds tracked by Wall St. Rank hold SJM as of Q2 2022.

  • Intersect Capital held 1,565 shares of J.M. Smucker worth $200K as of Q2 2022.
  • Intersect Capital sold 231 J.M. Smucker shares in Q2 2022, an estimated $30.8K.
  • J.M. Smucker made up 0.06% of Intersect Capital's portfolio in Q2 2022, its #327 holding.
  • Intersect Capital first reported a position in J.M. Smucker in Q2 2021 and has held it in 5 quarters since.
  • Intersect Capital's J.M. Smucker position peaked at $269K in Q4 2021.
  • 862 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.