Parsons Capital Management’s J.M. Smucker SJM Stock Holding History

Parsons Capital 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 Q3	–	Sell	-9,311	Closed	-$1.37M	–	429
2023 Q2	$1.37M	Buy	9,311 +570	+7%	+$86.9K	0.1%	176
2023 Q1	$1.38M	Hold	8,741	–	–	0.11%	173
2022 Q4	$1.39M	Buy	+8,741	New	+$1.3M	0.12%	168
2018 Q2	–	Sell	-1,725	Closed	-$214K	–	361
2018 Q1	$214K	Sell	1,725 -700	-29%	-$87.4K	0.02%	340
2017 Q4	$301K	Buy	+2,425	New	+$269K	0.03%	306
2015 Q2	–	Sell	-600	Closed	-$69K	–	496
2015 Q1	$69K	Buy	+600	New	+$65.8K	0.01%	429

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

Parsons Capital Management's SJM Position: Q3 2023 in Review

Parsons Capital Management sold out of J.M. Smucker (SJM) in Q3 2023, closing a stake of 9,311 shares — an estimated $1.37M sold.

Parsons Capital Management first reported a position in SJM in Q1 2015 and held it in 6 quarters. The position peaked at $1.39M in Q4 2022. 883 funds tracked by Wall St. Rank hold SJM as of Q3 2023.

Parsons Capital Management reported no remaining J.M. Smucker position as of Q3 2023 after selling out during the quarter.
Parsons Capital Management sold 9,311 J.M. Smucker shares in Q3 2023, an estimated $1.37M.
Parsons Capital Management first reported a position in J.M. Smucker in Q1 2015 and held it in 6 quarters.
Parsons Capital Management's J.M. Smucker position peaked at $1.39M in Q4 2022.
883 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2023.

Based on Parsons Capital Management's 13F filing for Q3 2023, filed 6 Nov 2023.