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Mount Lucas Management’s J.M. Smucker SJM Stock Holding History

Mount Lucas 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
Q2 		– Sell
-15,913
Closed -$2M – 183
2024
Q1 		$2M Sell
15,913
-1,165
-7% -$148K 0.55% 66
2023
Q4 		$2.16M Buy
17,078
+150
+0.9% +$17.4K 0.62% 69
2023
Q3 		$2.08M Sell
16,928
-160
-0.9% -$22.7K 0.73% 62
2023
Q2 		$2.52M Buy
+17,088
New +$2.61M 0.84% 47

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mount Lucas Management's SJM Position: Q2 2024 in Review

Mount Lucas Management sold out of J.M. Smucker (SJM) in Q2 2024, closing a stake of 15,913 shares — an estimated $2M sold.

Mount Lucas Management first reported a position in SJM in Q2 2023 and held it in 4 quarters. The position peaked at $2.52M in Q2 2023. 851 funds tracked by Wall St. Rank hold SJM as of Q2 2024.

  • Mount Lucas Management reported no remaining J.M. Smucker position as of Q2 2024 after selling out during the quarter.
  • Mount Lucas Management sold 15,913 J.M. Smucker shares in Q2 2024, an estimated $2M.
  • Mount Lucas Management first reported a position in J.M. Smucker in Q2 2023 and held it in 4 quarters.
  • Mount Lucas Management's J.M. Smucker position peaked at $2.52M in Q2 2023.
  • 851 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2024.

Based on Mount Lucas Management's 13F filing for Q2 2024, filed 6 Aug 2024.