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

Mattern 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
2024
Q1 		– Sell
-6,965
Closed -$880K – 163
2023
Q4 		$880K Sell
6,965
-41,415
-86% -$4.8M 0.13% 94
2023
Q3 		$5.95M Buy
48,380
+5,582
+13% +$793K 0.96% 67
2023
Q2 		$6.32M Buy
42,798
+1,222
+3% +$186K 1.03% 62
2023
Q1 		$6.54M Buy
41,576
+975
+2% +$148K 1.15% 37
2022
Q4 		$6.43M Sell
40,601
-2,303
-5% -$343K 1.19% 35
2022
Q3 		$5.89M Sell
42,904
-145
-0.3% -$19.8K 1.23% 27
2022
Q2 		$5.51M Sell
43,049
-318
-0.7% -$42.4K 1.09% 58
2022
Q1 		$5.87M Buy
43,367
+753
+2% +$103K 1.05% 63
2021
Q4 		$5.79M Buy
42,614
+1,885
+5% +$240K 1.01% 62
2021
Q3 		$4.89M Buy
40,729
+1,937
+5% +$246K 0.97% 69
2021
Q2 		$5.03M Buy
38,792
+1,584
+4% +$210K 0.99% 64
2021
Q1 		$4.71M Buy
37,208
+2,328
+7% +$275K 1.02% 60
2020
Q4 		$4.03M Buy
34,880
+1,880
+6% +$219K 0.96% 71
2020
Q3 		$3.81M Buy
33,000
+1,178
+4% +$131K 1% 68
2020
Q2 		$3.37M Buy
31,822
+530
+2% +$59.6K 0.98% 70
2020
Q1 		$3.47M Buy
31,292
+276
+0.9% +$29.5K 1.18% 33
2019
Q4 		$3.23M Buy
+31,016
New +$3.28M 0.89% 77

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 $3.37T AUM 44.26% 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

Mattern Capital Management's SJM Position: Q1 2024 in Review

Mattern Capital Management sold out of J.M. Smucker (SJM) in Q1 2024, closing a stake of 6,965 shares — an estimated $880K sold.

Mattern Capital Management first reported a position in SJM in Q4 2019 and held it in 17 quarters. The position peaked at $6.54M in Q1 2023. 884 funds tracked by Wall St. Rank hold SJM as of Q1 2024.

  • Mattern Capital Management reported no remaining J.M. Smucker position as of Q1 2024 after selling out during the quarter.
  • Mattern Capital Management sold 6,965 J.M. Smucker shares in Q1 2024, an estimated $880K.
  • Mattern Capital Management first reported a position in J.M. Smucker in Q4 2019 and held it in 17 quarters.
  • Mattern Capital Management's J.M. Smucker position peaked at $6.54M in Q1 2023.
  • 884 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2024.

Based on Mattern Capital Management's 13F filing for Q1 2024, filed 14 May 2024.