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New England Research & Management’s J.M. Smucker SJM Stock Holding History

New England Research & 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
-3,650
Closed -$449K – 164
2023
Q3 		$449K Sell
3,650
-100
-3% -$14.2K 0.26% 111
2023
Q2 		$554K Buy
+3,750
New +$572K 0.32% 84
2022
Q3 		– Sell
-6,125
Closed -$784K – 184
2022
Q2 		$784K Buy
+6,125
New +$817K 0.46% 81
2021
Q1 		– Sell
-4,908
Closed -$567K – 188
2020
Q4 		$567K Sell
4,908
-150
-3% -$17.4K 0.35% 94
2020
Q3 		$584K Buy
+5,058
New +$564K 0.42% 82

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

New England Research & Management's SJM Position: Q4 2023 in Review

New England Research & Management sold out of J.M. Smucker (SJM) in Q4 2023, closing a stake of 3,650 shares — an estimated $449K sold.

New England Research & Management first reported a position in SJM in Q3 2020 and held it in 5 quarters. The position peaked at $784K in Q2 2022. 900 funds tracked by Wall St. Rank hold SJM as of Q4 2023.

  • New England Research & Management reported no remaining J.M. Smucker position as of Q4 2023 after selling out during the quarter.
  • New England Research & Management sold 3,650 J.M. Smucker shares in Q4 2023, an estimated $449K.
  • New England Research & Management first reported a position in J.M. Smucker in Q3 2020 and held it in 5 quarters.
  • New England Research & Management's J.M. Smucker position peaked at $784K in Q2 2022.
  • 900 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2023.

Based on New England Research & Management's 13F filing for Q4 2023, filed 6 Feb 2024.