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MMA Asset Management’s J.M. Smucker SJM Stock Holding History

MMA Asset 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
Q2 		– Sell
-1,322
Closed -$208K – 119
2023
Q1 		$208K Sell
1,322
-564
-30% -$85.7K 0.15% 99
2022
Q4 		$299K Sell
1,886
-42
-2% -$6.26K 0.24% 65
2022
Q3 		$265K Sell
1,928
-133
-6% -$18.1K 0.23% 74
2022
Q2 		$264K Hold
2,061
– – 0.23% 74
2022
Q1 		$294K Sell
2,061
-17
-0.8% -$2.32K 0.23% 68
2021
Q4 		$282K Sell
2,078
-521
-20% -$66.4K 0.2% 74
2021
Q3 		$312K Hold
2,599
– – 0.24% 63
2021
Q2 		$337K Buy
+2,599
New +$345K 0.26% 57

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MMA Asset Management's SJM Position: Q2 2023 in Review

MMA Asset Management sold out of J.M. Smucker (SJM) in Q2 2023, closing a stake of 1,322 shares — an estimated $208K sold.

MMA Asset Management first reported a position in SJM in Q2 2021 and held it in 8 quarters. The position peaked at $337K in Q2 2021. 922 funds tracked by Wall St. Rank hold SJM as of Q2 2023.

  • MMA Asset Management reported no remaining J.M. Smucker position as of Q2 2023 after selling out during the quarter.
  • MMA Asset Management sold 1,322 J.M. Smucker shares in Q2 2023, an estimated $208K.
  • MMA Asset Management first reported a position in J.M. Smucker in Q2 2021 and held it in 8 quarters.
  • MMA Asset Management's J.M. Smucker position peaked at $337K in Q2 2021.
  • 922 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2023.

Based on MMA Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.