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Lombard Odier Asset Management (Switzerland)’s J.M. Smucker SJM Stock Holding History

Lombard Odier Asset Management (Switzerland)’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
2024
Q2 		– Sell
-10,319
Closed -$1.3M – 329
2024
Q1 		$1.3M Buy
+10,319
New +$1.31M 0.09% 201
2023
Q2 		– Sell
-1,578
Closed -$248K – 341
2023
Q1 		$248K Buy
+1,578
New +$240K 0.02% 366
2022
Q1 		– Sell
-2,548
Closed -$346K – 356
2021
Q4 		$346K Buy
+2,548
New +$325K 0.02% 289
2021
Q3 		– Sell
-3,260
Closed -$422K – 436
2021
Q2 		$422K Buy
+3,260
New +$433K 0.02% 350
2020
Q4 		– Sell
-1,776
Closed -$205K – 320
2020
Q3 		$205K Buy
+1,776
New +$198K 0.02% 360
2020
Q2 		– Sell
-8,548
Closed -$949K – 303
2020
Q1 		$949K Sell
8,548
-9,662
-53% -$1.03M 0.13% 125
2019
Q4 		$1.9M Buy
18,210
+10,000
+122% +$1.06M 0.18% 99
2019
Q3 		$903K Sell
8,210
-5,582
-40% -$622K 0.1% 176
2019
Q2 		$1.59M Buy
13,792
+9,392
+213% +$1.15M 0.16% 116
2019
Q1 		$513K Sell
4,400
-18,628
-81% -$1.95M 0.05% 238
2018
Q4 		$2.15M Buy
23,028
+2,221
+11% +$232K 0.24% 75
2018
Q3 		$2.13M Buy
20,807
+1,732
+9% +$189K 0.21% 99
2018
Q2 		$2.05M Sell
19,075
-4,348
-19% -$488K 0.22% 99
2018
Q1 		$2.9M Sell
23,423
-8,313
-26% -$1.04M 0.3% 63
2017
Q4 		$3.94M Buy
+31,736
New +$3.53M 0.38% 56
2017
Q2 		– Sell
-26,579
Closed -$3.48M – 399
2017
Q1 		$3.48M Buy
+26,579
New +$3.61M 0.39% 64
2016
Q1 		– Sell
-13,359
Closed -$1.65M – 430
2015
Q4 		$1.65M Buy
+13,359
New +$1.59M 0.2% 76
2015
Q2 		– Sell
-2,380
Closed -$278K – 453
2015
Q1 		$278K Sell
2,380
-3,447
-59% -$378K 0.03% 333
2014
Q4 		$591K Sell
5,827
-5,280
-48% -$535K 0.06% 203
2014
Q3 		$1.1M Buy
11,107
+8,727
+367% +$895K 0.03% 507
2014
Q2 		$253K Buy
+2,380
New +$239K 0.03% 330

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lombard Odier Asset Management (Switzerland)'s SJM Position: Q2 2024 in Review

Lombard Odier Asset Management (Switzerland) sold out of J.M. Smucker (SJM) in Q2 2024, closing a stake of 10,319 shares — an estimated $1.3M sold.

Lombard Odier Asset Management (Switzerland) first reported a position in SJM in Q2 2014 and held it in 21 quarters. The position peaked at $3.94M in Q4 2017. 852 funds tracked by Wall St. Rank hold SJM as of Q2 2024.

  • Lombard Odier Asset Management (Switzerland) reported no remaining J.M. Smucker position as of Q2 2024 after selling out during the quarter.
  • Lombard Odier Asset Management (Switzerland) sold 10,319 J.M. Smucker shares in Q2 2024, an estimated $1.3M.
  • Lombard Odier Asset Management (Switzerland) first reported a position in J.M. Smucker in Q2 2014 and held it in 21 quarters.
  • Lombard Odier Asset Management (Switzerland)'s J.M. Smucker position peaked at $3.94M in Q4 2017.
  • 852 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2024.

Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q2 2024, filed 14 Aug 2024.