Loomis, Sayles & Company
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Loomis, Sayles & Company’s J.M. Smucker SJM Stock Holding History

Loomis, Sayles & Company’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
Q1 		– Sell
-85
Closed -$11K – 929
2023
Q4 		$11K Buy
+85
New +$9.85K ﹤0.01% 774
2023
Q3 		– Sell
-38
Closed -$6K – 1012
2023
Q2 		$6K Sell
38
-35
-48% -$5.34K ﹤0.01% 807
2023
Q1 		$11K Sell
73
-267
-79% -$40.6K ﹤0.01% 827
2022
Q4 		$54K Buy
340
+326
+2,329% +$48.6K ﹤0.01% 599
2022
Q3 		$2K Sell
14
-72
-84% -$9.81K ﹤0.01% 843
2022
Q2 		$11K Sell
86
-7
-8% -$934 ﹤0.01% 655
2022
Q1 		$13K Buy
93
+14
+18% +$1.91K ﹤0.01% 683
2021
Q4 		$11K Hold
79
– – ﹤0.01% 723
2021
Q3 		$9K Buy
+79
New +$10K ﹤0.01% 847
2018
Q3 		– Sell
-5,378
Closed -$578K – 942
2018
Q2 		$578K Buy
5,378
+2,638
+96% +$296K ﹤0.01% 567
2018
Q1 		$340K Sell
2,740
-21
-0.8% -$2.62K ﹤0.01% 590
2017
Q4 		$343K Buy
2,761
+708
+34% +$78.7K ﹤0.01% 583
2017
Q3 		$215K Sell
2,053
-173
-8% -$19.8K ﹤0.01% 614
2017
Q2 		$263K Sell
2,226
-3,594
-62% -$454K ﹤0.01% 599
2017
Q1 		$763K Buy
5,820
+1,255
+27% +$171K ﹤0.01% 589
2016
Q4 		$585K Sell
4,565
-1,871
-29% -$242K ﹤0.01% 632
2016
Q3 		$872K Sell
6,436
-103
-2% -$15.1K ﹤0.01% 590
2016
Q2 		$997K Buy
6,539
+446
+7% +$59.3K ﹤0.01% 575
2016
Q1 		$791K Buy
6,093
+978
+19% +$123K ﹤0.01% 593
2015
Q4 		$631K Buy
+5,115
New +$610K ﹤0.01% 608
2014
Q1 		– Sell
-180,939
Closed -$18.7M – 774
2013
Q4 		$18.7M Sell
180,939
-130,374
-42% -$13.8M 0.06% 373
2013
Q3 		$32.7M Sell
311,313
-4,789
-2% -$519K 0.11% 205
2013
Q2 		$32.6M Buy
+316,102
New +$32.2M 0.12% 196

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Loomis, Sayles & Company's SJM Position: Q1 2024 in Review

Loomis, Sayles & Company sold out of J.M. Smucker (SJM) in Q1 2024, closing a stake of 85 shares — an estimated $11K sold.

Loomis, Sayles & Company first reported a position in SJM in Q2 2013 and held it in 23 quarters. The position peaked at $32.7M in Q3 2013. 885 funds tracked by Wall St. Rank hold SJM as of Q1 2024.

  • Loomis, Sayles & Company reported no remaining J.M. Smucker position as of Q1 2024 after selling out during the quarter.
  • Loomis, Sayles & Company sold 85 J.M. Smucker shares in Q1 2024, an estimated $11K.
  • Loomis, Sayles & Company first reported a position in J.M. Smucker in Q2 2013 and held it in 23 quarters.
  • Loomis, Sayles & Company's J.M. Smucker position peaked at $32.7M in Q3 2013.
  • 885 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2024.

Based on Loomis, Sayles & Company's 13F filing for Q1 2024, filed 14 May 2024.