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Magnolia Capital Management’s J.M. Smucker SJM Stock Holding History

Magnolia Capital 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
Q4 		– Sell
-17
Closed -$2K – 110
2023
Q3 		$2K Hold
17
– – ﹤0.01% 126
2023
Q2 		$3K Hold
17
– – ﹤0.01% 120
2023
Q1 		$3K Hold
17
– – ﹤0.01% 130
2022
Q4 		$3K Buy
+17
New +$2.53K ﹤0.01% 129

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

Magnolia Capital Management's SJM Position: Q4 2023 in Review

Magnolia Capital Management sold out of J.M. Smucker (SJM) in Q4 2023, closing a stake of 17 shares — an estimated $2K sold.

Magnolia Capital Management first reported a position in SJM in Q4 2022 and held it in 4 quarters. The position peaked at $3K in Q2 2023. 899 funds tracked by Wall St. Rank hold SJM as of Q4 2023.

  • Magnolia Capital Management reported no remaining J.M. Smucker position as of Q4 2023 after selling out during the quarter.
  • Magnolia Capital Management sold 17 J.M. Smucker shares in Q4 2023, an estimated $2K.
  • Magnolia Capital Management first reported a position in J.M. Smucker in Q4 2022 and held it in 4 quarters.
  • Magnolia Capital Management's J.M. Smucker position peaked at $3K in Q2 2023.
  • 899 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2023.

Based on Magnolia Capital Management's 13F filing for Q4 2023, filed 16 Jan 2024.