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Legacy Advisors’s J.M. Smucker SJM Stock Holding History

Legacy Advisors’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
2023
Q4 		– Sell
-13,979
Closed -$1.72M – 316
2023
Q3 		$1.72M Sell
13,979
-591
-4% -$84K 0.28% 83
2023
Q2 		$2.15M Sell
14,570
-682
-4% -$104K 0.32% 74
2023
Q1 		$2.4M Buy
15,252
+855
+6% +$130K 0.44% 57
2022
Q4 		$2.28M Buy
14,397
+1,466
+11% +$218K 0.42% 52
2022
Q3 		$1.78M Buy
12,931
+849
+7% +$116K 0.39% 52
2022
Q2 		$1.55M Buy
12,082
+1,528
+14% +$204K 0.33% 55
2022
Q1 		$1.43M Buy
+10,554
New +$1.44M 0.28% 61
2019
Q2 		– Sell
-581
Closed -$68K – 411
2019
Q1 		$68K Buy
+581
New +$60.7K 0.02% 190
2018
Q4 		– Sell
-13,130
Closed -$1.35M – 344
2018
Q3 		$1.35M Buy
+13,130
New +$1.43M 0.66% 50
2017
Q2 		– Sell
-7
Closed – – 214
2017
Q1 		$0 Sell
7
-169
-96% -$23K ﹤0.01% 221
2016
Q4 		$22K Buy
+176
New +$22.8K 0.03% 143

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Legacy Advisors's SJM Position: Q4 2023 in Review

Legacy Advisors sold out of J.M. Smucker (SJM) in Q4 2023, closing a stake of 13,979 shares — an estimated $1.72M sold.

Legacy Advisors first reported a position in SJM in Q4 2016 and held it in 11 quarters. The position peaked at $2.4M in Q1 2023. 899 funds tracked by Wall St. Rank hold SJM as of Q4 2023.

  • Legacy Advisors reported no remaining J.M. Smucker position as of Q4 2023 after selling out during the quarter.
  • Legacy Advisors sold 13,979 J.M. Smucker shares in Q4 2023, an estimated $1.72M.
  • Legacy Advisors first reported a position in J.M. Smucker in Q4 2016 and held it in 11 quarters.
  • Legacy Advisors's J.M. Smucker position peaked at $2.4M in Q1 2023.
  • 899 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2023.

Based on Legacy Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.