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Investment Partners’s J.M. Smucker SJM Stock Holding History

Investment 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
Q4 		– Sell
-5,978
Closed -$822K – 227
2022
Q3 		$822K Buy
+5,978
New +$815K 0.24% 96
2017
Q1 		– Sell
-4,939
Closed -$633K – 116
2016
Q4 		$633K Sell
4,939
-4,798
-49% -$622K 0.62% 58
2016
Q3 		$1.32M Buy
9,737
+4,651
+91% +$683K 0.75% 44
2016
Q2 		$775K Buy
5,086
+375
+8% +$49.9K 0.77% 49
2016
Q1 		$581K Buy
+4,711
New +$594K 0.38% 77

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

Investment Partners's SJM Position: Q4 2022 in Review

Investment Partners sold out of J.M. Smucker (SJM) in Q4 2022, closing a stake of 5,978 shares — an estimated $822K sold.

Investment Partners first reported a position in SJM in Q1 2016 and held it in 5 quarters. The position peaked at $1.32M in Q3 2016. 925 funds tracked by Wall St. Rank hold SJM as of Q4 2022.

  • Investment Partners reported no remaining J.M. Smucker position as of Q4 2022 after selling out during the quarter.
  • Investment Partners sold 5,978 J.M. Smucker shares in Q4 2022, an estimated $822K.
  • Investment Partners first reported a position in J.M. Smucker in Q1 2016 and held it in 5 quarters.
  • Investment Partners's J.M. Smucker position peaked at $1.32M in Q3 2016.
  • 925 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2022.

Based on Investment Partners's 13F filing for Q4 2022, filed 18 Jan 2023.