Kehrs Ridge Capital’s J.M. Smucker SJM Stock Holding History

Kehrs Ridge 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 Q3	$13.7M	Buy	+100,000	New	+$13.6M	5.3%	7
2022 Q2	–	Sell	-50,000	Closed	-$6.77M	–	38
2022 Q1	$6.77M	Buy	+50,000	New	+$6.81M	6.18%	7
2021 Q4	–	Sell	-50,000	Closed	-$6M	–	38
2021 Q3	$6M	Buy	+50,000	New	+$6.36M	1.94%	22

Other funds holding SJM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kehrs Ridge Capital's SJM Position: Q3 2022 in Review

Kehrs Ridge Capital opened a new position in J.M. Smucker (SJM) in Q3 2022: 100,000 shares worth $13.7M. The stake represents 5.3% of the portfolio and ranks #7 among its holdings. This is a return to the name: Kehrs Ridge Capital previously reported a position in SJM as recently as Q1 2022.

Kehrs Ridge Capital first reported a position in SJM in Q3 2021 and has held it in 3 quarters since. 881 funds tracked by Wall St. Rank hold SJM as of Q3 2022.

Kehrs Ridge Capital held 100,000 shares of J.M. Smucker worth $13.7M as of Q3 2022.
J.M. Smucker was a new Kehrs Ridge Capital position in Q3 2022.
J.M. Smucker made up 5.3% of Kehrs Ridge Capital's portfolio in Q3 2022, its #7 holding.
Kehrs Ridge Capital first reported a position in J.M. Smucker in Q3 2021 and has held it in 3 quarters since.
881 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2022.

Based on Kehrs Ridge Capital's 13F filing for Q3 2022, filed 14 Nov 2022.