Paralel Advisors’s J.M. Smucker SJM Stock Holding History

Paralel Advisors’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 Q3	–	Sell	-130,000	Closed	-$19.2M	–	81
2023 Q2	$19.2M	Hold	130,000	–	–	1.02%	21
2023 Q1	$20.5M	Hold	130,000	–	–	1.15%	21
2022 Q4	$20.6M	Hold	130,000	–	–	1.21%	20
2022 Q3	$17.9M	Hold	130,000	–	–	1.25%	18
2022 Q2	$16.6M	Hold	130,000	–	–	1.11%	18
2022 Q1	$17.6M	Hold	130,000	–	–	0.97%	20
2021 Q4	$17.7M	Buy	+130,000	New	+$16.6M	1.02%	21

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Paralel Advisors's SJM Position: Q3 2023 in Review

Paralel Advisors sold out of J.M. Smucker (SJM) in Q3 2023, closing a stake of 130,000 shares — an estimated $19.2M sold.

Paralel Advisors first reported a position in SJM in Q4 2021 and held it in 7 quarters. The position peaked at $20.6M in Q4 2022. 883 funds tracked by Wall St. Rank hold SJM as of Q3 2023.

Paralel Advisors reported no remaining J.M. Smucker position as of Q3 2023 after selling out during the quarter.
Paralel Advisors sold 130,000 J.M. Smucker shares in Q3 2023, an estimated $19.2M.
Paralel Advisors first reported a position in J.M. Smucker in Q4 2021 and held it in 7 quarters.
Paralel Advisors's J.M. Smucker position peaked at $20.6M in Q4 2022.
883 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2023.

Based on Paralel Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.