M&G Investment Management’s J.M. Smucker SJM Stock Holding History

M&G Investment Management’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 Q1	–	Sell	-1,663	Closed	-$263K	–	468
2022 Q4	$263K	Buy	+1,663	New	+$248K	﹤0.01%	396
2022 Q3	–	Sell	-9,071	Closed	-$1.16M	–	463
2022 Q2	$1.16M	Hold	9,071	–	–	0.01%	339
2022 Q1	$1.23M	Buy	9,071 +409	+5%	+$55.7K	﹤0.01%	349
2021 Q4	$1.18M	Sell	8,662 -770	-8%	-$98.2K	﹤0.01%	365
2021 Q3	$1.13M	Sell	9,432 -129	-1%	-$16.4K	﹤0.01%	615
2021 Q2	$1.24M	Buy	9,561 +363	+4%	+$48.2K	﹤0.01%	598
2021 Q1	$1.17M	Buy	9,198 +6,558	+248%	+$774K	﹤0.01%	339
2020 Q4	$306K	Buy	+2,640	New	+$307K	﹤0.01%	390

Other funds holding SJM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

M&G Investment Management's SJM Position: Q1 2023 in Review

M&G Investment Management sold out of J.M. Smucker (SJM) in Q1 2023, closing a stake of 1,663 shares — an estimated $263K sold.

M&G Investment Management first reported a position in SJM in Q4 2020 and held it in 8 quarters. The position peaked at $1.24M in Q2 2021. 943 funds tracked by Wall St. Rank hold SJM as of Q1 2023.

M&G Investment Management reported no remaining J.M. Smucker position as of Q1 2023 after selling out during the quarter.
M&G Investment Management sold 1,663 J.M. Smucker shares in Q1 2023, an estimated $263K.
M&G Investment Management first reported a position in J.M. Smucker in Q4 2020 and held it in 8 quarters.
M&G Investment Management's J.M. Smucker position peaked at $1.24M in Q2 2021.
943 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2023.

Based on M&G Investment Management's 13F filing for Q1 2023, filed 11 May 2023.