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Paloma Partners’s J.M. Smucker SJM Stock Holding History

Paloma Partners’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
2019
Q1 		– Sell
-18,000
Closed -$1.68M – 1913
2018
Q4 		$1.68M Buy
+18,000
New +$1.88M 0.05% 296
2018
Q1 		– Sell
-21,500
Closed -$2.67M – 2241
2017
Q4 		$2.67M Sell
21,500
-1,700
-7% -$189K 0.04% 531
2017
Q3 		$2.43M Buy
23,200
+5,800
+33% +$663K 0.03% 619
2017
Q2 		$2.06M Buy
+17,400
New +$2.2M 0.02% 727

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Paloma Partners's SJM Position: Q3 2024 in Review

Paloma Partners sold out of J.M. Smucker (SJM) in Q3 2024, closing a stake of 11,817 shares — an estimated $1.29M sold.

Paloma Partners first reported a position in SJM in Q2 2013 and held it in 29 quarters. The position peaked at $9.04M in Q2 2016. 843 funds tracked by Wall St. Rank hold SJM as of Q3 2024.

  • Paloma Partners reported no remaining J.M. Smucker position as of Q3 2024 after selling out during the quarter.
  • Paloma Partners sold 11,817 J.M. Smucker shares in Q3 2024, an estimated $1.29M.
  • Paloma Partners first reported a position in J.M. Smucker in Q2 2013 and held it in 29 quarters.
  • Paloma Partners's J.M. Smucker position peaked at $9.04M in Q2 2016.
  • 843 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2024.

Based on Paloma Partners's 13F filing for Q3 2024, filed 14 Nov 2024.