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Jefferies Group’s J.M. Smucker SJM Stock Holding History

Jefferies 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
2019
Q3 		– Sell
-13,000
Closed -$1.5M – 3000
2019
Q2 		$1.5M Buy
+13,000
New +$1.59M 0.01% 1082
2017
Q2 		– Sell
-75,900
Closed -$9.95M – 2531
2017
Q1 		$9.95M Buy
+75,900
New +$10.3M 0.07% 269
2015
Q3 		– Sell
-9,600
Closed -$1.04M – 2946
2015
Q2 		$1.04M Buy
+9,600
New +$1.11M 0.01% 1224

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
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

Jefferies Group's SJM Position: Q3 2022 in Review

Jefferies Group reduced its J.M. Smucker (SJM) stake by 82% in Q3 2022, selling an estimated $1.31M and leaving 2,080 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #1249.

Jefferies Group first reported a position in SJM in Q2 2013 and has held it in 28 quarters since. The position peaked at $14.6M in Q1 2017. 881 funds tracked by Wall St. Rank hold SJM as of Q3 2022.

  • Jefferies Group held 2,080 shares of J.M. Smucker worth $286K as of Q3 2022.
  • Jefferies Group sold 9,626 J.M. Smucker shares in Q3 2022, an estimated $1.31M.
  • J.M. Smucker made up ﹤0.01% of Jefferies Group's portfolio in Q3 2022, its #1249 holding.
  • Jefferies Group first reported a position in J.M. Smucker in Q2 2013 and has held it in 28 quarters since.
  • Jefferies Group's J.M. Smucker position peaked at $14.6M in Q1 2017.
  • 881 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.